$882.2M Total AUM
$881.1M Disc. AUM
40.0% 3Y CAGR
8 Employees
23 ADV. Clients
7 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-2018
- Office Locations
- 5
Office Locations
2011 Lake Point WAY Suite 001 Louisville KY
-- -- --
-- Chicago IL
About Castellan
Castellan is a Louisville-based RIA with 5 offices. The firm has been operating for 7 years. Managing $882.2M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$220.6M AVG AUM / ADVISOR
$38.4M AVG AUM / CLIENT
4 yrs AVG TENURE
8 Employees
4 Advisory Reps
4 RIA Reps
7yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
BARRY CHARLES BRAUCH
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
B
Barry Brauch
Managing Director and Chief Investment Officer
- CRD
- --
Available
Available
Available
BRIAN KEITH COHOON
Director of Wealth Management
- CRD
- #2285792
Available
Available
Available
Showing 2 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $881,142,578 | $8,554,782 |
| Non-Discretionary | $1,088,298 | $362,766 |
| Total | $882,230,876 | $8,322,933 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Private Funds:
Available U.S. Government/Agency:
Available Public Funds:
Available Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing