Castlekeep Investment Advisors

$920.8MAssets under management
as of Mar 2026 · SEC Form ADV
Westport, CT
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Tech stack

No one at Castlekeep Investment Advisors has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Citi
Per Form ADV · $472M held · filed Jun 2024
Schwab
Per Form ADV · $110M held · filed Jun 2024
J.P. Morgan
Per Form ADV · $82M held · filed Jun 2024