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- Custodian
- Betterment · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- MeridianEmber capital
- Established Date
- 05-15-2012
- Office Locations
- 3
Office Locations
About Castellano & Associates
Castellano & Associates is a Shreveport, Louisiana CPA firm (25+ years) providing full-service accounting for businesses, individuals, nonprofits, and estates, with advisory services offered through its SEC-registered investment adviser in Louisiana. The practice blends tax/accounting-led planning with investment management that primarily uses public funds/ETFs and government/agency bonds, with custody available via Schwab.
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Owner & Executives
ARNOLD MILLER CASTELLANO JR
CPA, Managing Member
- CRD
- #4490396
- Ownership
- 75% or more
Carson Miller Castellano
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #8227460
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Connor Williams Castellano
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #6569751
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $129,542,260 | $280,395 |
| Non-Discretionary | $0 | -- |
| Total | $129,542,260 | $280,395 |
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Separately Managed Accounts
Total SMA Asset: $129,542,260
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $675,740,519 | 15.5% |
| Cash | $967,834,808 | 22.2% |
| U.S. Government/Agency | $697,538,601 | 16.0% |
| Equity - Exchange | $645,223,206 | 14.8% |
| Municipal Bonds | $1,373,279,120 | 31.5% |
| Total | $4,359,616,254 | 100.0% |