Castellan Group

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

1061 E Indiantown Rd Ste 309, Jupiter, F...

Phone Number

(502) 414-3533

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
2
1
1
2
2

About Castellan Group

Castellan Group is an independent registered investment advisor that specializes in wealth management through a blend of investment management, private equity, and family office solutions. The company focuses on cultivating lasting legacies for families by aligning financial strategies with their values and goals. With a commitment to biblical stewardship, Castellan emphasizes transparency, accountability, and continuous learning in its operations. Their services are tailored for families seeking comprehensive legacy planning and wealth management solutions.Explore more
Castellan Group's Social MediaPopular SearchesCastellan Group LLCSIC Code 62,628NAICS Code 52,523Show more

Castellan Group Org Chart

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Managing Director

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Manager, Accounting

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Castellan Group

<$5M
1-10
Private
-
-
BB
Barry BrauchManaging Director
$6.9M
11-50
Private
-
1983
WT
Walter ToddPresident & Chief Investment Officer
$5.1M
11-50
Private
-
2009
MM
Melissa McBreartyInvestment Associate
<$5M
11-50
Private
<$5M
1982
Karl Wellner, President & Chief Executive Officer at Papamarkou Wellner Asset Management
Karl WellnerPresident & CEO
<$5M
11-50
Private
-
1999
N/A
<$5M
11-50
Private
-
2002
William Verity, Chairman, Chief Executive Officer at Verity Investment Partners
William VerityChairman, CEO
<$5M
11-50
Private
-
2005
AP
Alexander PonchakChief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Castellan Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Castellan Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Castellan Group.

Castellan Group Tech Stack

A closer look at the technologies used by Castellan Group

Castellan Group News & Media

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Frequently Asked Questions Regarding Castellan Group

What is Castellan Group's official website?
Castellan Group's official website is www.castellangroup.com
What is Castellan Group's Revenue?
Castellan Group's revenue is <$5 Million
What is Castellan Group's SIC code?
Castellan Group's SIC: 62,628
What is Castellan Group's NAICS code?
Castellan Group's NAICS: 52,523
How many employees does Castellan Group have?
Castellan Group has 1-10 employees
What industry does Castellan Group belong to?
Castellan Group is in the industry of: Finance, Securities Trading
What is Castellan Group competition?
Castellan Group top competitors include: Papamarkou Wellner Asset Management, Forbes Family Trust, CoastEdge Partners, Money Manager
What technology does Castellan Group use?
Some of the popular technologies that Castellan Group uses are: WordPress.org, PHP, Cloudflare Website Optimization, QuickBooks
How do I contact Castellan Group?
Castellan Group contact info: Phone number: (502) 414-3533 Website: www.castellangroup.com
What does Castellan Group do?

Castellan Group is an independent registered investment advisor that specializes in wealth management through a blend of investment management, private equity, and family office solutions. The company focuses on cultivating lasting legacies for families by aligning financial strategies with their values and goals. With a commitment to biblical stew... ardship, Castellan emphasizes transparency, accountability, and continuous learning in its operations. Their services are tailored for families seeking comprehensive legacy planning and wealth management solutions.Read More

What are Castellan Group social media links?
Castellan Group Linkedin page
Is Castellan Group a public company?
Castellan Group is private company therefore does not currently have an official ticker symbol
See more information about Castellan Group

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