C
$2.8M Total AUM
$2.8M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
4 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Bridge eagle
- Established Date
- 08-13-2021
- Office Locations
- 1
Office Locations
-- Sioux Falls SD
About Castellum Capital Management LLC
Castellum Capital Management is a Sioux Falls, SD boutique advisor offering asset management and financial planning. Its Opportunistic Value strategy uses proprietary bottom-up stock selection in a concentrated 10-20 position portfolio, with a 2-4 year horizon and a forward-looking macro risk budget. The firm may use an equity-derivatives overlay to hedge market/position risk and adjust exposure around market inflection points.
Team overview
39 AVG AGE
$2.8M AVG AUM / ADVISOR
$236.7K AVG AUM / CLIENT
4.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Accredited Investors
Pioneer Atlas peak
Asset Classes
Vertex vertex
Client Personas
Momentum
Custodian
Unison Signal oak
Investment Themes
Peak insight Atlas
Services
Radial Vital foundation Timber
Technology
Value
Owner & Executives
M
Michael Brent Bonander Mr.
Broker, Owner
- CRD
- #7424856
- Ownership
- 75% or more
(836) 829-7784
peak.vector@unisoncapital.com
in linkedin.com/in/catalyst-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,839,955 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,839,955 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,839,955
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,849,833,463 | 100.0% |
| Total | $5,849,833,463 | 100.0% |