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
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- 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
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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
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 |
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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 |