# Castaneda Financial Management

Castaneda Financial Management is a RIA based in Daphne.

## Overview

- **Organization type:** RIA
- **Headquarters:** Daphne
- **Assets under management:** Undisclosed
- **Website:** https://castanedafinancial.com

## Regulatory record

- **CRD number:** 332892
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332892

## About

Castaneda Financial Services is a comprehensive consulting company focusing on the financial needs of the Gulf Coast Community. It services clients from Biloxi to Fort Walton Beach. For over twenty years, it has helped families and businesses establish a financial present and future, with a main focus on clients and long-term relationships.

## People

- Mario A. Castaneda

## Questions

### Who runs investment decisions at Castaneda Financial Management?

The firm has not publicly disclosed its investment decision-makers. No named principals appear in SEC filings or public databases (per SEC ADV records, as of 2026).

### What investment stages does Castaneda Financial Management target?

No investment stage preferences have been made public. The firm's strategy, including any direct or fund-based allocations, is not on record.

## Related profiles

- [Holistic Wealth Advisors](https://altss.com/profile/holistic-wealth-advisors)

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Last updated: 2026-08-11T15:06:20.694Z

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