Castle Investment Management, LLC
CRD 153464SEC# 801-71363Alexandria, VA
No longer SEC-registered. Castle Investment Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$32.1M
Employees
2
Accounts
1
Location
Alexandria, VA
Castle Investment Management, LLC assets under management
Castle Investment Management, LLC is an SEC-registered investment adviser based in Alexandria, VA. It reports $32.1 million in regulatory assets under management and employs 2 people.
Castle Investment Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Joseph Welle Control | Managing Member | 50-75% | 2010 |
| Caeli Andrews Control | Managing Member | 50-75% | 2010 |
| Kyle Roger Bubeck Control | Chief Compliance Officer | Under 5% | 2012 |
Frequently asked questions
How much does Castle Investment Management, LLC manage?
Castle Investment Management, LLC reports $32.1 million in regulatory assets under management on its Form ADV.
How many employees does Castle Investment Management, LLC have?
Castle Investment Management, LLC reports 2 employees.
Where is Castle Investment Management, LLC located?
Castle Investment Management, LLC is based in Alexandria, VA.
Does Castle Investment Management, LLC disclose fund performance?
Castle Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 277 S. Washington Street, Suite 210, #11161, Alexandria, VA 22314 |
| Office hours | 8:30a.m. To 5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$32.1MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$32.1Mregulatory AUM
Discretionary $32.1M