RIA Intel›Advisers›South Dakota›CASTELLUM CAPITAL MANAGEMENT LLC

CASTELLUM CAPITAL MANAGEMENT LLC

Advisory

Data as of Jan 22, 2026 · Source: SEC Form ADV

Average account

$218K

across 13 accounts

AUM per adviser

$3M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 22, 2026.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients12

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIA, MN, SD

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

12 clients

9 high-net-worth

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

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Advisers of similar size in SD

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

KLOCKER INVESTMENT ADVISERS

$2M

WEALTHIER WAY, LLC

$3M

SPAR WEALTH MANAGEMENT LLC

$2M

SOARING INVESTMENT MANAGEMENT, LLC

$2M

PIKILA, LLC

SIOUX FALLS, SD

$1M

DAKOTA REGION ADVISORS, LLC

SIOUX FALLS, SD

$5M

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