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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-03-2024
- Office Locations
- 1
Office Locations
About Weatherby Capital, LLC
Weatherby Capital is a Kansas City, MO–based RIA providing comprehensive financial planning and investment management, plus business consulting and expansion/acquisition planning for individuals and business owners. The firm builds goal- and risk-based portfolios with ongoing asset-allocation oversight, including ETF and U.S. government/agency exposure. Founder Jose Castillo is a retired Marine Corps officer and fee-only advisor (Schwab custody).
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Owner & Executives
JOSE LUIS CASTILLO
Chief Compliance Officer, FINANCIAL PLANNER, Founder
- CRD
- #7683233
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,428,795 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,428,795 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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