Andrew Nathan Casteel

Employer firm

Covenant Wealth Advisors CRD 155221

$910M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 07/2018
  Ws Wealth Management
  Tysons Corner, VA
• 07/2018 → 12/2024
  Acorn Financial Advisory Services, Inc.
  Reston, VA
• 01/2025 → Present
  Covenant Wealth Advisors
  Richmond, VA

Previous Registrations

• 2018-08-01 → 2025-01-31
  Acorn Financial Advisory Services, Inc.
  Reston, VA
• 2013-12-19 → 2018-07-24
  Ws Wealth Management, Llc
  Washington, VA
• 2013-05-20 → 2013-10-15
  Bluemont Capital Advisors, Llc
  Vienna, VA

Other Businesses

Acel Advisors, LLC; No; 15184 Windy Hollow Circle, Gainesville, Virginia, 20155; Andrew Casteel is the 100% owner of Acel Advisors, LLC, a pass-through bookkeeping entity that is not held out to the public. Further, Acel Advisors generates no revenues, nor does it purport to offer any type of generalized services.; President; President/Owner; Wednesday, January 8, 2025; 2; 0; Owner works with Accounting and Bookkeeping team to organize expenses and catalogue pass through revenues.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-05-17

Designations

• Certified Financial Planner

Other Names

• Andrew N Casteel
• Andrew Nathan Casteel
• Andrew Casteel