RIA Intel›Advisers›Kentucky›BLUE CASTLE WEALTH, LLC

BLUE CASTLE WEALTH, LLC

Advisory

LEXINGTON, KY

Data as of Mar 11, 2026 · Source: SEC Form ADV

Average account

$371K

across 39 accounts

AUM per adviser

$14M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 11, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients13

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InKY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

13 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in KY

Closest by assets under management. All figures from Form ADV.

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$15M

ROBERT M WALKER & ASSOCIATES, INC.

$14M

GREENWELL CAPITAL MANAGEMENT, LLC

$14M

VERMILLION PRIVATE WEALTH, LTD.CO.

$14M

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