# Castellum Capital Management LLC

> Castellum Capital Management LLC is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 22, 2026.

- CRD: 315891
- Filed as: CASTELLUM CAPITAL MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/315891
- AdvisorCensus page: https://advisorcensus.com/firm/castellum-capital-management-llc-315891

## Quick answers

**How is Castellum Capital Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Castellum Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Castellum Capital Management LLC registered with the SEC or a state?**
Castellum Capital Management LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 315891.

**How much does Castellum Capital Management LLC manage?**
Castellum Capital Management LLC reports $2,839,955 in regulatory assets under management in its Form ADV filing dated January 22, 2026 (100% discretionary).

**What types of clients does Castellum Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (9); individuals (other than high net worth individuals) (3).

**Does Castellum Capital Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/315891

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $2,839,955
- Discretionary: $2,839,955
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $151,689 |
| High net worth individuals | 9 | $2,688,266 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IA, MN, SD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- castellumcapmgmt.com
- LinkedIn linkedin.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Castellum Capital Management LLC (CRD 315891): Form ADV filing data as of October 2026.