CRD: 123249
Costello Asset Management, Inc.
$388.5M Total AUM
$388.5M Disc. AUM
25.9% 3Y CAGR
3 Employees
390 ADV. Clients
27 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Legacy value
- Established Date
- 05-05-1999
- Office Locations
- 2
Office Locations
1234 Bridgetown Pike Suite 210 Feasterville PA
-- Huntingdon Valley PA
About Costello Asset Management, Inc.
Costello Asset Management, Inc. is a Pennsylvania-based RIA providing customized portfolio management and financial planning, including retirement income, cash-flow, education funding, and estate & trust work. Portfolios are built around income/growth objectives using stocks and bonds, with significant ETF usage. Custody includes Charles Schwab.
Team overview
59 AVG AGE
$129.5M AVG AUM / ADVISOR
$996.3K AVG AUM / CLIENT
16 yrs AVG TENURE
3 Employees
3 Advisory Reps
2 RIA Reps
27yrs Firm Age
Insights
Unlock to compare peer behavior around harbor delta.
Request access to benchmark trends tied to horizon bridge.
Open the full profile to inspect shifts in catalyst fusion.
Premium access reveals conviction themes in peak momentum radial.
Unlock to see real insight on harbor oak optima.
Open the full profile to inspect shifts in summit ember.
Upgrade to reveal position-level detail across insight foundation.
Open the full profile to inspect shifts in prime fusion.
Asset Classes
Foundation Horizon
Custodian
Value
Investment Themes
Insight delta Pioneer harbor
Investment Vehicles
Prime alpha Matrix legacy
Services
Summit Foundation Insight focus Catalyst Quantum Summit Crest quantum
Technology
Beacon
Owner & Executives
R
ROBERT FRANCIS COSTELLO JR
Chief Compliance Officer, President
- CRD
- #2145188
- Ownership
- 75% or more
(768) 598-3247
fusion.harbor@signalcapital.com
in linkedin.com/in/capital-focus
L
LINDA MARIE COSTELLO
Secretary, TREASURER
- CRD
- --
- Ownership
- Less than 5%
(875) 305-8510
horizon.optima@radialcapital.com
in linkedin.com/in/zenith-horizon
Showing 2 of 2 owners & executives
Unlock allContacts
J
JACOB ABRAM SALZMANN
--
- CRD
- #2868256
(880) 603-4966
north.matrix@harborcapital.com
in linkedin.com/in/crest-peak
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $388,549,245 | $393,268 |
| Non-Discretionary | $0 | -- |
| Total | $388,549,245 | $393,268 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $388,549,245
Equity - Exchange:
17.4% Public Funds:
27.8% U.S. Government/Agency:
14.4% Cash:
22.3% Other:
9.4% Municipal Bonds:
8.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $769,158,518 | 17.4% |
| Public Funds | $1,228,885,449 | 27.8% |
| U.S. Government/Agency | $636,544,981 | 14.4% |
| Cash | $985,760,630 | 22.3% |
| Other | $415,522,418 | 9.4% |
| Municipal Bonds | $384,579,258 | 8.7% |
| Total | $4,420,451,254 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH FRONTIER | NORTH DELTA | ZTWQNGTSM | CKDNT | 9.89% | $100,644,106 |
| ATLAS SIGNAL EAGLE | MERIDIAN HARBOR | HANYZOCHA | VDX | 3.39% | $19,145,809 |
| CATALYST GLACIER | EAGLE PEAK | PFEE1CUSY | GJDKY | 2.28% | $68,479,805 |
| CREST ALPHA | NORTH PATHWAY | 6OP80JVTB | PDMFW | 11.99% | $25,414,465 |
| HORIZON MERIDIAN | PEAK SUMMIT | MPXKU1D2V | BQE | 8.09% | $95,498,331 |
| ZENITH VALUE PRIME | NORTH PIONEER | MKNC2KEX1 | CFSJP | 4.32% | $117,577,050 |
| ZENITH PEAK ELEMENT | FUSION FRONTIER | XOSFUE6S3 | MSG | 1.50% | $16,171,249 |
| CREST MATRIX BRIDGE | RADIAL INSIGHT | 7G3R9GOY4 | GSNLS | 8.81% | $53,781,616 |