Phillip Chad Castle
Investment Adviser Representative at Winnacle Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Phillip Chad Castle is an investment adviser representative in Waco, TX, currently registered with Brookstone Wealth Advisors, LLC and Winnacle Wealth, LLC. They have worked in the securities industry since 1995 and have been registered with 6 firms, including Regal Investment Advisors LLC and Castle Investor Coaching. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Chad Castle Inc dba Castle Investor CoachingMay 2008 – Jul 2018Waco, TX
- Wealth Watch Advisors LLCMay 2016 – Mar 2017Rockledge, FL
- Regal Investment Advisors, LLCApr 2017 – Sep 2019Kentwood, MI
- Brookstone Wealth Advisors, LLCSep 2019 – no end date reportedWaco, TX
- Nurture Wealth Advisors LLC DBA Nurture Wealth TAX PROSJan 2014 – Dec 2021Waco, TX
- Nurture Wealth Insurance Agency LLC DBA Nurture WealthJan 2011 – no end date reportedWaco, TX
- Simplicity Group Inc.Jun 2022 – no end date reportedSummit, NJ
- THE Prepare InstituteOct 2018 – Dec 2021Wheaton, IL
- THE Momentous GroupJan 2020 – Jun 2022Waco, TX
- Winnow Wealth, LLCJan 2022 – no end date reportedWaco, TX
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Winnacle Wealth, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Blended Tier 1 - $0 to $1M1.10%
- Blended Tier 1 - $1M to $5M0.60%
- Blended Tier 1 - $5M+0.35%
- Blended Tier 2 - $0 to $500K1.30%
+4 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Waco, TX
- SEC file number:
- 801-130201
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 27, 2026
View full firm profileOther advisors at Winnacle Wealth, LLC
4 other advisors in the directory
Similar advisors in Waco, TX
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Phillip Chad Castle has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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