RIA Intel›Advisers›New Hampshire›CASTLE ASSET MANAGEMENT L.L.C.

CASTLE ASSET MANAGEMENT L.L.C.

Advisory

NORTH HAMPTON, NH

Data as of Mar 23, 2026 · Source: SEC Form ADV

Average account

$130K

across 9 accounts

AUM per adviser

$390K

3 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$1M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$1M

Discretionary AUM$0

Non-Discretionary AUM$1M

Discretionary %0%

Total Clients9

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, NH

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

9 clients

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

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Advisers of similar size in NH

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

CLEARSIGNAL ADVISORS LLC

EXETER, NH

$2M

FUTUREMONEY RIA, LLC

MANCHESTER, NH

$2M

ATLANTIC FINANCIAL ASSET MANAGEMENT CORP.

$615K

WINDWARD SECURITIES CORPORATION

CONCORD, NH

$2M

FAMILY INVESTMENT ADVISORY, LLC

$2M

CHEZ SHEA LLC

$2M

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