OKLAHOMA CITY, OKCRD 205512Latest ADV March 19, 2026
Castlepoint Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oklahoma City, OK. Its latest Form ADV filing, dated March 19, 2026, reports $751M in regulatory assets under management, 10 employees, 1 office, and 1,139 accounts.
Assets Under Management
$751M
Employees
10
Offices
1 office
Total Clients
283
Primary office
OKLAHOMA CITY, OK
7308 N. CLASSEN BLVD., OKLAHOMA CITY, OK, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 53.7% of total clients.
Top client categories% of clientsClients
1
HNWI
53.7%
152
2
Individuals
44.2%
125
3
Corporations
2.1%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$751Mas of March 19, 2026
Discretionary95.5%
$717M
95% of total RAUM95.5%
Non-discretionary4.5%
$34M
5% of total RAUM4.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$751M
Total Accounts1,139
10Y AUM Change+$636M (+553.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee28:1
10Y Employee Change+6 (+150.0%)
* 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.