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Firm profile

Castfirm Advisors LLC

GARDEN CITY, NYCRD 327519Registration Status: ApprovedEffective since May 1, 2026Latest ADV May 11, 2026

Castfirm Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Garden City, NY. Its latest Form ADV filing, dated May 11, 2026, reports $30M in regulatory assets under management, 3 employees, 1 office, and 34 accounts.

Assets Under Management
$30M
Employees
3
Offices
1 office
Total Clients
29
Primary office
GARDEN CITY, NY
377 OAK STREET, SUITE 203, GARDEN CITY, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCORudolph, James, V

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 89.7% of total clients.
Top client categories% of clientsClients
1
Individuals
89.7%
26
2
HNWI
10.3%
3
Categories with <5 clients
High net worth individuals (HNWI)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$30Mas of May 11, 2026
Discretionary100.0%
$30M
100% of total RAUM100.0%
Non-discretionary0.0%
$500
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.

Total AUM$30M
Total Accounts34
10Y AUM Change—

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee10:1
10Y Employee Change—

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.