Castellan Group, LLC Employee Directory

Investment ManagementKentucky, United States11-50 Employees

Stewardship (noun): the careful and responsible management of something entrusted to one's care 
    - Merriam-Webster.com

Castellan is an independent registered investment advisor. We are accountable stewards providing outstanding stewardship of all your resources with the goal of simplifying your life and improving your returns.

Castellan is wholly owned by a perpetual trust with all income donated to charitable organizations on an annual basis. If we are ever sold, 100% of the proceeds will pass on to charities through the trust.

Castellan Group, LLC (“Castellan”) is a Registered Investment Advisor (“RIA”), with the U.S. Securities and Exchange Commission (“SEC”). The information provided here should not be be construed as an offer or sale of any securities, insurance or other investment products.  Investments involve risk of loss including of principal.  Consult with a professional financial, accountant or tax professional before implementing any suggestions herein.

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

Castellan Group, LLC Global Highlights

Location
Employees

North America
18

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  • United States Of America
    18

Castellan Group, LLC's Leadership

  • Stylized image of a person
    B. B.
    Managing Director
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    K. P.
    Director Of Client Services
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  • Stylized image of a person
    E. B.
    Accounting Manager
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  • Stylized image of a person
    J. R.
    Senior Associate
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    R. R.
    Venture Capital Senior Advisor
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    B. D.
    Senior Associate, Strategist
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    B. C.
    Family Office Advisor
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  • Stylized image of a person
    K. S.
    Executive Administrator
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Contact profiles from Castellan Group, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. B.
    Managing Director
    Phone icon
    United StatesKentucky
    Nov 18, 2025
  • Stylized image of a person
    K. P.
    Director Of Client Services
    Phone icon
    United StatesFlorida
    Oct 27, 2025
  • Stylized image of a person
    E. B.
    Accounting Manager
    Phone icon
    United StatesKentucky
    Nov 24, 2025
  • Stylized image of a person
    J. R.
    Senior Associate
    Phone icon
    United States
    Oct 27, 2025
  • Stylized image of a person
    R. R.
    Venture Capital Senior Advisor
    Phone icon
    United StatesFlorida
    Nov 14, 2025
  • Stylized image of a person
    B. D.
    Senior Associate, Strategist
    Phone icon
    United StatesKentucky
    Nov 18, 2025
  • Stylized image of a person
    B. C.
    Family Office Advisor
    Phone icon
    United StatesKentucky
    Oct 27, 2025
  • Stylized image of a person
    K. S.
    Executive Administrator
    Phone icon
    United StatesTennessee
    Oct 27, 2025

Frequently Asked Questions

What is Castellan Group, LLC known for?

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Castellan Group, LLC was founded in 2018 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 . 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 20 employees as of December 2025. 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 December 2025, Castellan Group, LLC's key employees include:

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

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