Craig V. Castanos CPA

Craig V. Castanos, the named principal, holds a CPA license and likely serves as both the fiduciary and the primary decision-maker for investment and tax matters. The firm's structure suggests a single-advisor model where asset management and tax planning are inseparable functions. No additional investment committee members or external advisors are publicly identified.

The firm's sourcing model is opaque by design. Given the CPA structure, deal flow likely originates through professional networks, client referrals, and existing relationships rather than institutional channels or GP marketing. The emphasis on tax efficiency suggests a bias toward private placements, tax-advantaged municipal securities, and real estate held in trust.

The firm operates under an eponymous CPA practice name, which typically serves a single family or a very small, closed group of related clients. It does not market itself as a multi-family office or an RIA. The lack of a public-facing investment platform reinforces its posture as a dedicated single-family vehicle wrapped in a professional services firm.

No public record of fund commitments or direct investments is available. The firm's CPA-centric architecture suggests a preference for direct, tax-controllable assets — such as individually managed bond portfolios, private REITs, or direct real estate — over blind-pool fund commitments that could complicate tax planning.

The wealth origin is not publicly disclosed. The CPA designation implies the principal may have accumulated capital through a professional advisory practice or by serving as a long-term trustee for a client family whose assets eventually consolidated under this structure. No corporate exit or inheritance is on public record.