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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-01-2018
- Office Locations
- 1
Office Locations
About Castle Advisors Group, LLC
Castle Advisors Group, LLC is a Rochester, NY-based RIA (filed in NYS) serving clients nationwide as a fiduciary, fee-based advisor that does not earn commissions on trades. The firm provides comprehensive planning and portfolio management, emphasizing proactive asset allocation and a multi-faceted strategy that uses “true hedges” to help protect in bear markets while maintaining multi-sector and global exposure. Led by co-founders Doug Hannie and Damon Caputo (est. 2018).
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Owner & Executives
DAMON A. CAPUTO
Associate General Counsel, Director, Owner
- CRD
- --
- Ownership
- 50% but less than 75%
DOUG HANNIE
Owner
- CRD
- --
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,000,000 | -- |
| Total | $4,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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