Asset ManagerRIA · CRD 329857SEC-Registered

Updated:

Cast Member Financial

CAST MEMBER FINANCIAL LLC is an SEC-registered investment adviser. The firm manages approximately $3 million in regulatory assets. It has 2 employees and 2...

Cast Member Financial

CAST MEMBER FINANCIAL LLC is an SEC-registered investment adviser. The firm manages approximately $3 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Asset Manager

Frequently asked questions

Who runs investment decisions at Cast Member Financial?

No named principals appear in public records, state business filings, or news reports. The firm has not disclosed a CEO, CIO, or managing partner. Without regulatory disclosure or a public-facing team page, the investment decision-making structure remains unobservable to outside parties.

Does the firm's name indicate a connection to The Walt Disney Company?

The term 'cast member' is Disney's internal designation for its theme-park and resort employees, which strongly implies a Disney affiliation among the firm's principals. However, no public record confirms a direct link to current or former Disney executives, nor does Disney list the firm as an affiliated entity. The connection remains circumstantial.

Is Cast Member Financial structured as a single family office?

The firm's near-total opacity is consistent with the single-family office model, particularly among wealth-holders who prioritize privacy over institutional visibility. However, no public filing confirms its legal structure, client count, or whether it serves one family or multiple external parties.

Has Cast Member Financial reported any portfolio holdings or deals?

No investments, divestitures, or portfolio companies have been publicly attributed to Cast Member Financial. The firm has not appeared in SEC EDGAR 13F filings, transaction press releases, or industry databases that track private or public-market activity.

Where is Cast Member Financial headquartered?

No headquarters location, mailing address, or registered agent appears in publicly searchable business registries that would confirm a city or state of operation. Entertainment-linked family offices of this type are often domiciled in California or Florida, but no evidence confirms the firm's location.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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