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CASTLEVIEW PARTNERS, LLC
CRD 281410File 801-106652
APPROVED
Retail clients
Filing as of May 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$416.9M
Below cohort median (national)
Discretionary AUM
$413.0M
Non-discretionary $3.8M
Clients
594
1,894 accounts
Employees
22
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Sep 11, 2015
- Principal office
- 4851 LBJ FREEWAY, SUITE 850, DALLAS, TX, 75244
- Phone
- 214-710-1995
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $416.9M
- Discretionary AUM
- $413.0M
- Non-discretionary AUM
- $3.8M
- Discretionary accounts
- 1,868
- Non-discretionary accounts
- 26
- Total accounts
- 1,894
- AUM per client
- $702K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 2 | $79.1M |
| High net worth individuals | 80 | $196.1M |
| Individuals (other than high net worth individuals) | 512 | $141.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- 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 11This 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.