# Castle Group Investment Counsel

Castle Group Investment Counsel is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 134992
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/134992

## About

Castle Group Investment Counsel, Inc. is a state-registered investment adviser. It reports 2 employees, of whom 2 perform investment advisory functions.

## Questions

### What types of securities does the firm typically buy for client portfolios?

The investment strategy focuses heavily on large-cap, dividend-paying equities and investment-grade fixed income. The firm constructs concentrated equity portfolios tilted toward sectors with durable cash flows, such as consumer staples, utilities, and industrial companies. The fixed-income side generally uses laddered bonds—Treasuries, municipals, and corporates—configured around each client's tax bracket and income needs.

### Who is the custodian for Castle Group Investment Counsel's client assets?

As a state-registered RIA, the firm does not hold client assets itself. A qualified third-party custodian—such as Charles Schwab, Fidelity, or Pershing—holds the actual securities. This is a regulatory requirement under the Investment Advisers Act of 1940, designed to protect client assets by separating custody from management authority.

## Related profiles

- [ONYX Financial Advisors](https://altss.com/profile/onyx-financial-advisors-llc)
- [SVL Investment Management](https://altss.com/profile/svl-investment-management)

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Last updated: 2026-08-14T12:30:00.000Z

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