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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

  • Stylized image of a person
    J. R.
    Vice President
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  • Stylized image of a person
    B. B.
    Managing Director
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  • Stylized image of a person
    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
    R. R.
    Venture Capital Senior Advisor
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  • Stylized image of a person
    B. C.
    Family Office Advisor
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  • Stylized image of a person
    R. K.
    Analyst
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  • Stylized image of a person
    B. D.
    Strategist
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Castellan Group, LLC Employee Metrics

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

Contact profiles from Castellan Group, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. R.
    Vice President
    Phone icon
    United States
    Jun 24, 2026
  • Stylized image of a person
    B. B.
    Managing Director
    Phone icon
    United StatesKentucky
    Jun 25, 2026
  • Stylized image of a person
    K. P.
    Director Of Client Services
    Phone icon
    United StatesFlorida
    Jun 25, 2026
  • Stylized image of a person
    E. B.
    Accounting Manager
    Phone icon
    United StatesKentucky
    Feb 19, 2026
  • Stylized image of a person
    R. R.
    Venture Capital Senior Advisor
    Phone icon
    United StatesFlorida
    Jan 28, 2026
  • Stylized image of a person
    B. C.
    Family Office Advisor
    Phone icon
    United StatesKentucky
    Mar 24, 2026
  • Stylized image of a person
    R. K.
    Analyst
    Phone icon
    United StatesFlorida
    Oct 27, 2025
  • Stylized image of a person
    B. D.
    Strategist
    Phone icon
    United StatesKentucky
    Jan 27, 2026
  • 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 21 employees as of July 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 July 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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