Ciaston Financial Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
—
About
The firm is registered as an investment manager that offers discretionary asset management and, for managed accounts, complimentary financial planning. It is a newly formed adviser (registered in 2025) and, as of the brochure date, reports no assets under management and no clients.
Investment programs are implemented on a discretionary basis, with portfolio construction informed by a mix of fundamental, technical, charting and cyclical analysis and occasional use of options and pooled investment vehicles; accounts are reviewed at least quarterly. The firm charges a tiered percentage-of-assets fee and bills advisory fees quarterly in advance.
A notable distinction is the principal’s active practice as a licensed CPA who works as an accounting manager at an accounting firm and also provides tax preparation and bookkeeping services to clients for separate compensation, a relationship the brochure discloses as a potential conflict of interest with stated mitigation measures. The firm also relies on a national custodian’s institutional platform for trading and custody and does not vote client proxies, leaving proxy voting to clients.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001+: 0.50%
Main office location
Ciaston Financial Group LLC
Winter Garden FL, United States
Number of offices
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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