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COSTELLO ASSET MANAGEMENT, INC.
CRD 123249File 801-106905
APPROVED
Retail clients
Custody
Filing as of Mar 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$388.5M
Below cohort median (national)
Discretionary AUM
$388.5M
Clients
364
988 accounts
Employees
3
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Nov 16, 2015
- Principal office
- 1234 BRIDGETOWN PIKE SUITE 210, FEASTERVILLE, PA, 19053
- Phone
- 215 856 9290
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $388.5M
- Discretionary AUM
- $388.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 988
- Non-discretionary accounts
- 0
- Total accounts
- 988
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $3.0M |
| Charitable organizations | 3 | $6.7M |
| High net worth individuals | 81 | $257.1M |
| Individuals (other than high net worth individuals) | 275 | $89.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 390 | 364 | decreased by26 |
| Apr 1, 2026 | Employees | 4 | 3 | decreased by1 |
| Apr 1, 2026 | Clients | 404 | 390 | decreased by14 |
| Apr 1, 2026 | AUM | $347,873,475 | $388,549,245 | increased by$40,675,770 |
| Apr 1, 2026 | Accounts | 965 | 988 | increased by23 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2 | 4 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 312 | 404 | increased by92 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $192,938,628 | $347,873,475 | increased by$154,934,847 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 629 | 965 | increased by336 |
| Apr 1, 2022 | Clients | 311 | 312 | increased by1 |
| Apr 1, 2022 | AUM | $197,325,155 | $192,938,628 | decreased by$4,386,527 |
| Apr 1, 2022 | Accounts | 617 | 629 | increased by12 |
| Jan 1, 2022 | Clients | 314 | 311 | decreased by3 |
| Jan 1, 2022 | AUM | $176,459,240 | $197,325,155 | increased by$20,865,915 |
| Jan 1, 2022 | Accounts | 595 | 617 | increased by22 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “COSTELLO ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COSTELLO ASSET” may also match similarly-named firms). Confirm identity against each filing.
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.