Castellano & Associates is an SEC registered investment adviser organized as a limited liability company with a primary office location in Shreveport, LA. Its latest Form ADV filing, dated March 2, 2026, reports $130M in regulatory assets under management, 14 employees, 2 offices, and 462 accounts.
Assets Under Management
$130M
Employees
14
Offices
2 offices
Total Clients
301
Primary office
SHREVEPORT, LA
9343 ELLERBE ROAD, BLDG A, SHREVEPORT, LA, United States
Top client segmentIndividuals represent 78.1% of total clients.
Top client categories% of clientsClients
1
Individuals
78.1%
235
2
HNWI
16.6%
50
3
Pension Plans
5.3%
16
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$130Mas of March 2, 2026
Discretionary100.0%
$130M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$130M
Total Accounts462
10Y AUM Change+$16M (+13.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee22:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.