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Castellan Group, LLC Employee Directory

Investment ManagementKentucky, United States11-50 Employees

Castellan Group, LLC is an independent registered investment adviser operating in the investment management sector. Based in Louisville, Kentucky, the firm acts as a fiduciary steward of client assets, pursuing approaches that aim to simplify financial matters and improve investment outcomes. As an SEC-registered advisory practice, Castellan emphasizes careful, client-centered asset management and accountability.

Castellan is wholly owned by a perpetual trust that donates all income to charitable organizations on an annual basis, and if the firm is ever sold, 100% of the proceeds would pass to charities through the trust. In 2022, Castellan Group was acquired by Riskonnect, a firm expanding in business continuity and enterprise resilience solutions.

Find Castellan Group, LLC employees' phone numbers or email addresses

Castellan Group, LLC Global Highlights

Location
Employees

North America
19

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  • United States Of America
    19

Castellan Group, LLC's Leadership

  • Vice President at Castellan Group, LLC
    J. R.
    Vice President
  • Managing Director at Castellan Group, LLC
    B. B.
    Managing Director
  • Director Of Client Services at Castellan Group, LLC
    K. P.
    Director Of Client Services
  • Accounting Manager at Castellan Group, LLC
    E. B.
    Accounting Manager
  • Venture Capital Senior Advisor at Castellan Group, LLC
    R. R.
    Venture Capital Senior Advisor
  • Family Office Advisor at Castellan Group, LLC
    B. C.
    Family Office Advisor
  • Analyst at Castellan Group, LLC
    R. K.
    Analyst
  • Strategist at Castellan Group, LLC
    B. D.
    Strategist

Castellan Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Other
  • Business
  • Accounting

Contact profiles from Castellan Group, LLC

Name
Title
Contact
Location
Last Update
  • Vice President at Castellan Group, LLC
    J. R.
    Vice President
    United States
    Jun 24, 2026
  • Managing Director at Castellan Group, LLC
    B. B.
    Managing Director
    United States, Kentucky
    Jun 25, 2026
  • Director Of Client Services at Castellan Group, LLC
    K. P.
    Director Of Client Services
    United States, Florida
    Jun 25, 2026
  • Accounting Manager at Castellan Group, LLC
    E. B.
    Accounting Manager
    United States, Kentucky
    Feb 19, 2026
  • Venture Capital Senior Advisor at Castellan Group, LLC
    R. R.
    Venture Capital Senior Advisor
    United States, Florida
    Jan 28, 2026
  • Family Office Advisor at Castellan Group, LLC
    B. C.
    Family Office Advisor
    United States, Kentucky
    Mar 24, 2026
  • Analyst at Castellan Group, LLC
    R. K.
    Analyst
    United States, Florida
    Oct 27, 2025
  • Strategist at Castellan Group, LLC
    B. D.
    Strategist
    United States, Kentucky
    Jan 27, 2026
  • Executive Administrator at Castellan Group, LLC
    K. S.
    Executive Administrator
    United States, Tennessee
    Oct 27, 2025

Frequently Asked Questions

What is Castellan Group, LLC known for?

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Castellan Group, LLC was founded in 2018 and operates in the Investment Management industry. Explore Castellan Group, LLC's company overview page for more information.

What is Castellan Group, LLC's most common email format?

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Castellan Group, LLC employees' email format typically follows the pattern of First.Last@castellangroup.com. Trying to find reliable and up-to-date employee contact data? Find more Castellan Group, LLC email formats with LeadIQ.

How many employees does Castellan Group, LLC have currently?

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Castellan Group, LLC has approximately 21 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Castellan Group, LLC's key employees and leadership?

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As of September 2026, Castellan Group, LLC's key employees include:

  • Vice President: J. R.
  • Managing Director: B. B.
  • Director Of Client Services: K. P.
  • Accounting Manager: E. B.
  • Venture Capital Senior Advisor: R. R.

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