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CASULL FINANCIAL ADVISORY, LLC
Casull Financial Advisory, LLC is an SEC-registered investment adviser in South Jordan, UT. The firm manages approximately $6 million in regulatory assets.
CASULL FINANCIAL ADVISORY, LLC
Casull Financial Advisory, LLC is an SEC-registered investment adviser in South Jordan, UT. The firm manages approximately $6 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
What is the investment focus of Casull Financial Advisory?
Casull Financial Advisory likely invests across a multi-asset portfolio including public equities, private equity, real estate, and fixed income. The approach is tailored to each client family's long-term objectives. Specific holdings are not publicly disclosed.
Is Casull Financial Advisory a single-family office or multi-family office?
It is structured as a multi-family office, serving multiple families. The exact number of families served is not public information.
Who leads investment decisions at Casull Financial Advisory?
No named principals or leadership are publicly available. The firm does not maintain a public website or social media presence, so the team composition remains unknown.
Does Casull Financial Advisory have a public track record of deals?
No. The firm does not publicly disclose investments, portfolio companies, or performance. It operates with a high degree of privacy.
Profile maintained by Altss 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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