James Francis Castleman

Employer firm

Advisorstrust Partners LLC CRD 304967

$435M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 05/2019 → Present
  Advisortrust Partners, Llc
  Raleigh, NC
• 04/2018 → 08/2019
  Consultant
  Raleigh, NC
• 03/2015 → 03/2018
  Covest Asset Management
  Raleigh, NC

Previous Registrations

• 2019-08-20 → 2020-07-22
  Advisorstrust Partners Llc
  Raleigh, NC
• 2015-03-26 → 2018-04-04
  Covest
  Raleigh, NC
• 2012-06-29 → 2014-12-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Raleigh, NC
  Raleigh, NC
• 2009-06-03 → 2010-11-24
  Capital Guardian Wealth Management, Llc
  Miami, FL

Exams

• S66 Uniform Combined State Law Examination
  2009-06-02

Other Names

• James Francis Castleman
• Jim Castleman
• James Francis Castleman
• James Castleman