Important Disclosures

Castellan Group, LLC (“Castellan”) is a Registered Investment Advisor (“RIA”), with the U.S. Securities and Exchange Commission (“SEC”). Castellan provides investment advisory and family office services for ultra-high net worth clients nationally. Castellan will maintain all applicable registration and licenses as required by the various states in which Castellan conducts business, as applicable. Castellan renders individualized responses to persons in a particular state only after complying with all notice filing and regulatory requirements, or pursuant to an applicable state exemption or exclusion.

This website is intended to provide general information about Castellan and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.

Market data, articles, and other content on this website are based on generally-available information and are believed to be reliable. Castellan does not guarantee the accuracy of the information contained on this website. The information is of a general nature and should not be construed as investment advice.

Investment Disclosures: Representative Investments

Main Office
201 E Jefferson St.
Suite 150
Louisville, Kentucky 40202

South Florida Office
1061 E Indiantown Rd
Suite 309
Jupiter, Florida 33477

Castellan Group