CRD: 170053
Casull Financial Advisory, LLC
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-08-2014
- Office Locations
- 1
Office Locations
About Casull Financial Advisory, LLC
Casull Financial Advisory is a Utah-based RIA serving retail investors, including business owners and families, with holistic financial planning and hands-on portfolio management for retirement accounts, small business plans, and major life transitions. Portfolios are primarily ETF-based. The firm emphasizes no account minimums, a low flat annual fee deducted from the portfolio, and founder Steve Casull personally managing all client accounts.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
STEVEN JAMES CASULL
Financial Advisor, FOUNDER, President
- CRD
- #2865989
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,865,453 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,865,453 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,865,453
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,652,172,422 | 19.2% |
| Cash | $6,952,892,276 | 80.8% |
| Total | $8,605,064,698 | 100.0% |