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Castellan Group, LLC

EST. AUM
$882,230,876

CONTACTS

CLIENT ACCOUNTS
106

Firm Details

Metro area Louisville
CRD Number 299363
Website castellangroup.com
Client types

Overview

Castellan Group is an independent registered investment adviser (RIA) wholly-owned by a perpetual charitable trust. Most profits are donated to charity, and the firm states it follows solid business practices to serve its families. Its purpose is to simplify the complex life and improve returns, cultivating lasting legacies by blending investment management, private equity, and family office services aligned with a family’s values and goals. The legacy planning process includes a two-day workshop to define values, purpose, and mission, then a customizable program to prepare the next generation through financial workshops and philanthropy initiatives. Core valuescompatibility, humility, continuocastellan group learning, accountability, and transparencyare grounded in biblical stewardship and guide decision-making.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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