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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-11-2015
- Office Locations
- 8
Office Locations
About Castleview Partners, LLC
Castleview Partners is an independent, fiduciary financial advisory firm providing investment management, financial planning, and tax strategies. Based in Dallas with offices in Chicago and Miami, it serves clients across the U.S. and Latin America. The firm also supports other independent advisors through a turnkey asset management platform; portfolios are primarily implemented with ETFs alongside fixed income.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
UMBERTO PEREZ JR.
PRINCIPAL
- CRD
- #4149270
- Ownership
- 10% but less than 25%
DAVID MOISES FAJARDO
Director Of Capital Markets, Financial Advisor, PRINCIPAL
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 3 owners & executives
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HARRIET EASON BYNUM
Wealth Advisor
- CRD
- #1801192
DAVID ALLEN CAIN
Financial Advisor, General Partner
- CRD
- #6475492
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $413,025,594 | $221,106 |
| Non-Discretionary | $3,849,655 | $148,064 |
| Total | $416,875,249 | $220,103 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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