# Castellan Group

Castellan Group is a Multi Family Office based in Louisville, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Louisville, United States
- **Region:** North America
- **Address:** Louisville, KY, United States
- **Founded:** 2018
- **Assets under management:** 496 (Altss estimate)
- **Website:** castellangroup.com
- **LinkedIn:** https://www.linkedin.com/company/castellangroup

## Regulatory record

- **CRD number:** 299363
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-25T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/299363

## About

Castellan Group was established in 2018 by Barry Brauch following his role in the recapitalization and sale of American Founders Bancorp. Brauch, who previously held senior finance positions at Fifth Third Bancorp and began his career at Deloitte & Touche, structured the firm as an independent RIA owned by a perpetual charitable trust. Most profits flow to charity while the firm maintains standard business operations to serve client families. The firm deploys capital across private equity, venture capital, private credit, real estate, and fund-of-funds vehicles. It maintains direct co-investment capacity through SPVs and participates in alternative VC models. Investment stages span seed through late stage. Geographic focus remains North America. Confirmed holdings include the LHCC Aging Innovation Fund I. The firm also manages three portfolio buckets for clients: a safety portfolio of cash, bonds, and unencumbered real estate; a market portfolio of stocks and ETFs; and an aspirational portfolio of private equity and venture capital. Castellan employs professionals across investment, wealth management, and client service roles. Additional vehicles include the Castellan Endeavor Trust and Castellan WHY Trust for philanthropic activities. In June 2025 Reef Kabalin moved from intern to full-time Analyst supporting public equities, private investments, and client reporting. The firm maintains membership in Greater Louisville Inc. Ownership by a perpetual charitable trust creates a structural difference from typical multi-family offices. This arrangement ties firm continuity to charitable outcomes and removes traditional equity ownership incentives while preserving operational discipline for client service.

## Sectors

- AgriTech & FoodTech
- ClimateTech
- Digital Health
- FinTech
- Healthcare Services
- Industrial Tech
- PropTech
- Data Analytics

## People

- Barry Brauch — Managing Director and Chief Investment Officer
- Nate Kibby — Vice President – Private Investments
- Brian Cohoon — Director of Wealth Management
- Kevin Storn — Director of Portfolio Management

## Questions

### Who runs investment decisions at Castellan Group?

Barry Brauch serves as Managing Director and Chief Investment Officer. He oversees allocations after leading the recapitalization of American Founders Bancorp. Chris Moore acts as President and David G. Wood is listed as Chief Investment Officer.

### What asset classes does Castellan Group deploy into?

Allocations include private equity, venture capital, private credit, real estate, and fund-of-funds. The firm also maintains direct co-investments via SPVs and three client portfolio buckets focused on safety, market exposure, and aspirational growth.

### What investment stages does Castellan Group target?

The firm covers early stage, growth, late stage, and seed opportunities. Focus areas include healthcare technology, enterprise software, fintech, and sustainability.

### How does Castellan Group handle family governance and succession?

The firm runs a two-day workshop to define family values, purpose, and mission statements. It then builds customized programs for next-generation education, financial literacy, and philanthropy coordination.

## Related profiles

- [Verdis Investment Management](https://altss.com/profile/verdis-investment-management)
- [Solvia Vermögensverwaltungs](https://altss.com/profile/solvia-verm-gensverwaltungs)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/castellan-group

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology