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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- MatrixHarbor oak +more
- Established Date
- 05-11-2015
- Office Locations
- 2
Office Locations
About Castlepoint Wealth Advisors
Castlepoint Wealth Advisors is an independent wealth management firm that builds handcrafted financial and investment strategies for individuals with over $2M in liquid assets. Advisors take a coordinated approach across financial planning, portfolio strategy, and broader wealth decisions, emphasizing long-term goals, transparency, and results. The team brings decades of experience and a global perspective to client relationships.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KENDALL WAYNE KING
Managing Member, Wealth Advisor
- CRD
- #4449600
- Ownership
- 50% but less than 75%
Drew Spencer Garner
Advisor, Chief Compliance Officer, Chief Operating Officer, PARTNER, WEALTH ADVISOR
- CRD
- #6739306
- Ownership
- 10% but less than 25%
Value signal
Oak optima
- CRD
- #68291
- Ownership
- 31.4%
Showing 2 of 5 owners & executives
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Kristen Dawn Buchman
Advisor
- CRD
- #7310898
Edward Thomas Creegan IV
Advisor
- CRD
- #7066088
Horizon beacon
Beacon quantum catalyst
- CRD
- #46008
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $717,418,656 | $639,981 |
| Non-Discretionary | $34,029,629 | $1,890,535 |
| Total | $751,448,285 | $659,744 |
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Separately Managed Accounts
Total SMA Asset: $751,448,285
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $575,368,579 | 14.7% |
| Equity - Exchange | $865,009,904 | 22.1% |
| Cash | $1,526,488,067 | 39.0% |
| Municipal Bonds | $947,205,416 | 24.2% |
| Total | $3,914,071,966 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON EMBER | CAPITAL HORIZON | NZAWQGM9T | ZQPG | 3.32% | $117,903,432 |
| LEGACY VALUE | MATRIX BRIDGE | 2BFL9LFC2 | CKO | 2.46% | $4,327,548 |
| OAK FOUNDATION | OAK BEACON | LVSGM879O | VAW | 7.29% | $103,722,824 |
| SIGNAL ATLAS | ATLAS FOCUS | KCVPS7PEJ | VSKT | 2.93% | $57,953,120 |
| NORTH PATHWAY | MOMENTUM VERTEX | ZWAQ6H8RW | JPKD | 10.14% | $38,810,134 |
| VERTEX ALPHA | ELEMENT BRIDGE | WQNVCTR5N | INO | 7.93% | $112,511,898 |
| DELTA EAGLE | PIONEER QUANTUM | 9AXIQ1TEL | IMNLP | 2.28% | $94,434,287 |
| CREST FRONTIER | RADIAL PATHWAY | UZSQRPS4T | QUYQY | 1.66% | $65,939,545 |