CASTLETON PARTNERS, LLC
SEC RegisteredAbout the firm
Castleton Partners LLC is a federally registered investment adviser. This website is accessible to qualified clients and by invitation only.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Who they serve
qualified clients
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2 | $580k |
| High Net Worth Individuals | 10 | $89M |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Investment Grade Fixed Income Strategy - Tier 1 | 0.40% |
| Investment Grade Fixed Income Strategy - Tier 2 | 0.35% |
| Investment Grade Fixed Income Strategy - Tier 3 | — |
| Diversified Portfolio Strategy - Tier 1 | 0.85% |
| Diversified Portfolio Strategy - Tier 2 | 0.60% |
| Diversified Portfolio Strategy - Tier 3 | 0.50% |
| Special Strategies - All amounts | 1.00% |
Data as of April 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CASTLETON PARTNERS, LLC 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 the SEC or FINRA websites before making any decision.
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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