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Castle Advisory Group, L.L.C. (Fishers)


Castle Advisory Group, L.L.C. is an adviser based in Fishers. It manages $11.63 million of regulatory assets for 38 client accounts. It has been registered with the SEC as an adviser since 2001.

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Castle Advisory Group, L.L.C provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Castle Advisory Group, L.L.C: assets under management

The assets under management (AUM) of Castle Advisory Group, L.L.C. is $11.63 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -81% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $11.63 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $306.15 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Castle Advisory Group, L.L.C. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Fishers

The principal office where Castle Advisory Group, L.L.C. performs its advisory services is located at 11988 Fishers Crossing Drive, Fishers, IN 46038, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (317) 436-7192 or by fax (317) 436-7194. The normal business hours are 8:00am - 4:00pm on Monday - Friday. You can find more information about the New York firm at castleadvisors.com.


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