Castle Hill Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$40,817,285
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
102
15% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
102
Very HighAverage account size
$400,169
About
Castle Hill Capital LLC is a state-registered, independent investment adviser that provides discretionary portfolio management and personalized financial planning to individuals, high-net-worth clients, and small businesses. The firm also offers business planning and retirement planning services and works with employer plan sponsors on participant-directed retirement plan design, monitoring, and education.
The adviser uses a blend of fundamental and technical analysis and employs both active and passive strategies, building individualized investment policies and asset-allocation targets; portfolios are typically managed on a discretionary basis and the firm may recommend outside managers when appropriate. Financial planning is customized and may include cash-flow analysis, estate planning, insurance and risk reviews, and tax-planning advice, with tax preparation services available through an independent CPA firm under a separate engagement.
What distinguishes Castle Hill from many solo independent advisers is its ongoing work with employer-sponsored retirement plans and plan sponsors, including pension consulting and participant education in addition to individual wealth management. The firm also maintains an optional referral relationship for tax-preparation services with an independent accounting provider and delivers quarterly performance reporting and periodic client reviews tailored to changes in client circumstances.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Business ownership considerations
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Occupation focus
Founder/Business Owner
Fee options
1.00% annually (100 basis points), paid quarterly in arrears (25 basis points per quarter)
Account minimum: $25,000 managed asset minimum but exceptions may be made
Main office location
Castle Hill Capital
Gainesville VA, United States
Number of offices
2
Most active in
Castle Hill Capital has reported serving >5 clients in these states in the last 12 months.
Pennsylvania · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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