# Castlewood Financial Advisors

Castlewood Financial Advisors is a Multi Family Office based in Boca Raton, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Boca Raton, United States
- **Region:** North America
- **Address:** Boca Raton, FL, United States
- **Founded:** 2010
- **Assets under management:** <$1B (Altss estimate)
- **Website:** castlewoodfa.com

## Regulatory record

- **CRD number:** 147624
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-19T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/147624

## About

Castlewood Financial Advisors, LLC is a state-registered investment adviser. It has one employee and one investment adviser.

## Sectors

- Real Estate
- Private Credit
- Private Equity

## People

- Scott Strochak — President & CEO

## Questions

### Who runs investment decisions at Castlewood Financial Advisors?

Scott Strochak, the firm's President and CEO, leads investment decisions. He founded the firm in 2010 and oversees asset allocation, manager selection, and direct deal sourcing. The firm operates with a lean investment committee structure typical of boutique multi-family offices.

### How does Castlewood source its real estate and private credit deals?

Castlewood relies on a relationship-driven, locally concentrated sourcing model in South Florida and the broader Southeast. The firm leverages developer, operator, and sponsor networks built over more than a decade in the Boca Raton market to access off-market and lightly intermediated real estate and private credit opportunities.

### Does Castlewood invest through funds or only via direct deals?

Castlewood favors direct investments and co-investments over fund commitments. The firm structures direct real estate acquisitions, participates in private credit facilities, and co-invests in middle-market buyouts alongside operating partners and private equity sponsors, avoiding the layered fees of fund-of-funds structures.

### What is Castlewood's geographic investment focus?

The firm concentrates its real estate and credit investments in Florida and the Southeastern United States, with additional exposure in Texas and the Midwest. This Sun Belt bias reflects Castlewood's regional sourcing advantage and the migration of capital and population into lower-tax, high-growth states.

## Related profiles

- [Insight Financial Services](https://altss.com/profile/insight-financial-services)
- [ZRCOR](https://altss.com/profile/zrcor-inc)

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Last updated: 2026-07-06T01:24:13.754Z

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