CRD: 111656
Castlekeep Investment Advisors
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- Custodian
- Charles Schwab & Company · Citibank · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-01-2000
- Office Locations
- 1
Office Locations
About Castlekeep Investment Advisors
CastleKeep Investment Advisors is an independent wealth manager providing fully customized portfolios (no product sales and no model portfolios), built with best-of-breed third-party managers and global solutions. It also offers family office-style support such as bill pay, lending/real estate coordination, and asset-sale assistance, plus independent quarterly reviews of a client’s existing investment advisor via its "Roundtable" collaboration approach.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
CHARLES WESLEY KELAKOS HABERSTROH
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Founder, President
- CRD
- --
- Ownership
- Less than 5%
CHARLES CLARK KELAKOS HABERSTROH
Founder, PARTNER, TREASURER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $327,875,529 | $821,743 |
| Non-Discretionary | $592,876,277 | $9,121,173 |
| Total | $920,751,806 | $1,984,379 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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 |
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