Castleview Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 25, 2026, reports $417M in regulatory assets under management, 22 employees, 5 offices, and 1,894 accounts.
Assets Under Management
$417M
Employees
22
Offices
5 offices
Total Clients
594
Primary office
DALLAS, TX
4851 LBJ FREEWAY, SUITE 850, DALLAS, TX, 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 segmentIndividuals represent 86.2% of total clients.
Top client categories% of clientsClients
1
Individuals
86.2%
512
2
HNWI
13.5%
80
3
Other Advisers
0.3%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$417Mas of March 25, 2026
Discretionary99.1%
$413M
99% of total RAUM99.1%
Non-discretionary0.9%
$4M
1% of total RAUM0.9%
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$417M
Total Accounts1,894
10Y AUM Change+$246M (+143.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee27:1
10Y Employee Change+12 (+120.0%)
* 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.