CASTELLANO & ASSOCIATES

Legal name: ARNOLD CASTELLANO AND ASSOCIATES, LLC

CRD 117369File 801-130349

APPROVED

Retail clients

Filing as of Mar 2, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$129.5M

Bottom 25% of cohort (national)

Discretionary AUM

$129.5M

Clients

301

462 accounts

Employees

Bottom 25% of cohort in LA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: May 23, 2024
Principal office: 9343 ELLERBE ROAD, BLDG A, SHREVEPORT, LA, 71106
Phone: 318-683-1040
Website: HTTPS://TODAYCPA.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $129.5M
Discretionary AUM: $129.5M
Non-discretionary AUM: $0
Discretionary accounts: 462
Non-discretionary accounts: 0
Total accounts: 462
AUM per client: $430K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	50	$85.1M
Pension and profit sharing plans	16	$6.2M
Individuals (other than high net worth individuals)	235	$38.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.