FEASTERVILLE, PACRD 123249Latest ADV March 9, 2026
Costello Asset Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Feasterville, PA. Its latest Form ADV filing, dated March 9, 2026, reports $389M in regulatory assets under management, 3 employees, and 988 accounts.
Assets Under Management
$389M
Employees
3
Offices
--
Total Clients
390
Primary office
FEASTERVILLE, PA
1234 BRIDGETOWN PIKE SUITE 210, FEASTERVILLE, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.5% of total clients.
Top client categories% of clientsClients
1
Individuals
70.5%
275
2
HNWI
20.8%
81
3
Irrevocable Trusts/Estates
6.7%
26
4
Corporations
1.3%
5
5
Charitable
0.8%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$389Mas of March 9, 2026
Discretionary100.0%
$389M
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$389M
Total Accounts988
10Y AUM Change+$272M (+234.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee130:1
10Y Employee Change+1 (+50.0%)
* 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.