CASTLE INVESTMENT ADVISORY, LLC
CRD #148569 SEC #801-70765 INDIANAPOLIS, IN 317-849-9559
SEC Registered
Total AUM
$295M
Discretionary
$280.7M
Employees
15
Clients
0
Accounts
679
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $333.7M | $313.6M | $20M | 12 | 0 |
| Jun 2020 | $295M | $280.7M | $14.3M | 15 | 0 |
| Mar 2020 | $295M | $280.7M | $14.3M | 15 | 0 |
| Mar 2019 | $282.3M | $265.8M | $16.5M | 13 | 0 |
| Mar 2018 | $262.2M | $250.1M | $12M | 10 | 0 |
| Mar 2017 | $227.6M | $213.2M | $14.4M | 9 | 200 |
| Dec 2016 | $208.3M | $194.8M | $13.5M | 8 | 175 |
| Feb 2016 | $208.3M | $194.8M | $13.5M | 8 | 175 |
| Mar 2015 | $213.3M | $199.4M | $13.9M | 9 | 161 |
| Mar 2014 | $202.8M | $187.6M | $15.2M | 9 | 150 |
| Jun 2013 | $171.1M | $157.9M | $13.2M | 8 | 133 |
| May 2013 | $171.1M | $157.9M | $13.2M | 8 | 133 |
| Mar 2013 | $171.1M | $157.9M | $13.2M | 8 | 133 |
| Feb 2013 | $151.7M | $142.2M | $9.5M | 8 | 104 |
| Jan 2013 | $151.7M | $142.2M | $9.5M | 8 | 104 |
| Mar 2012 | $151.7M | $142.2M | $9.5M | 6 | 104 |
| May 2011 | $145.2M | $138.8M | $6.4M | 10 | -- |
| Mar 2010 | $116.8M | $114M | $2.7M | 10 | -- |
| Oct 2009 | $0 | $0 | $0 | 10 | -- |
DateMar 2021
Total AUM$333.7M
Discretionary$313.6M
Non-Disc.$20M
Employees12
Clients0
DateJun 2020
Total AUM$295M
Discretionary$280.7M
Non-Disc.$14.3M
Employees15
Clients0
DateMar 2020
Total AUM$295M
Discretionary$280.7M
Non-Disc.$14.3M
Employees15
Clients0
DateMar 2019
Total AUM$282.3M
Discretionary$265.8M
Non-Disc.$16.5M
Employees13
Clients0
DateMar 2018
Total AUM$262.2M
Discretionary$250.1M
Non-Disc.$12M
Employees10
Clients0
DateMar 2017
Total AUM$227.6M
Discretionary$213.2M
Non-Disc.$14.4M
Employees9
Clients200
DateDec 2016
Total AUM$208.3M
Discretionary$194.8M
Non-Disc.$13.5M
Employees8
Clients175
DateFeb 2016
Total AUM$208.3M
Discretionary$194.8M
Non-Disc.$13.5M
Employees8
Clients175
DateMar 2015
Total AUM$213.3M
Discretionary$199.4M
Non-Disc.$13.9M
Employees9
Clients161
DateMar 2014
Total AUM$202.8M
Discretionary$187.6M
Non-Disc.$15.2M
Employees9
Clients150
DateJun 2013
Total AUM$171.1M
Discretionary$157.9M
Non-Disc.$13.2M
Employees8
Clients133
DateMay 2013
Total AUM$171.1M
Discretionary$157.9M
Non-Disc.$13.2M
Employees8
Clients133
DateMar 2013
Total AUM$171.1M
Discretionary$157.9M
Non-Disc.$13.2M
Employees8
Clients133
DateFeb 2013
Total AUM$151.7M
Discretionary$142.2M
Non-Disc.$9.5M
Employees8
Clients104
DateJan 2013
Total AUM$151.7M
Discretionary$142.2M
Non-Disc.$9.5M
Employees8
Clients104
DateMar 2012
Total AUM$151.7M
Discretionary$142.2M
Non-Disc.$9.5M
Employees6
Clients104
DateMay 2011
Total AUM$145.2M
Discretionary$138.8M
Non-Disc.$6.4M
Employees10
Clients--
DateMar 2010
Total AUM$116.8M
Discretionary$114M
Non-Disc.$2.7M
Employees10
Clients--
DateOct 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--