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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Momentum legacyBeacon vital +more
- Established Date
- 12-08-2016
- Office Locations
- 1
Office Locations
About Castle Hill Capital
Castle Hill Capital is a Gainesville, VA RIA providing financial planning and discretionary portfolio management for individuals and entrepreneurs navigating major life decisions. The firm builds goal- and values-aligned strategies, then continually monitors and adjusts portfolios as markets and circumstances change. Portfolios are primarily ETF-based, with an emphasis on clear, upfront pricing and fee transparency.
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Owner & Executives
JONATHAN PAUL MAULA
Chief Compliance Officer, Managing Member, Owner, President
- CRD
- #5547620
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,060,162 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,060,162 | -- |
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Separately Managed Accounts
Total SMA Asset: $43,060,162
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $872,289,025 | 31.2% |
| Public Funds | $889,063,814 | 31.8% |
| U.S. Government/Agency | $335,495,779 | 12.0% |
| Cash | $413,778,127 | 14.8% |
| Other | $285,171,411 | 10.2% |
| Total | $2,795,798,156 | 100.0% |