# Castle Island Wealth

> Castle Island Wealth is an SEC-registered investment advisory firm in Palm Beach Gardens, FL, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 15, 2026.

- CRD: 287710
- Filed as: CASTLE ISLAND WEALTH
- Legal name: Sea Hunter Capital LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Palm Beach Gardens, FL
- Filing period: October 2026
- Form ADV filing dated: September 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/287710
- AdvisorCensus page: https://advisorcensus.com/firm/castle-island-wealth-palm-beach-gardens-fl-287710

## Quick answers

**How is Castle Island Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Castle Island Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Castle Island Wealth charge?**
Its Form ADV Part 2A brochure dated March 24, 2026 states: Hourly rate: $350 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Castle Island Wealth located?**
Castle Island Wealth's principal office is in Palm Beach Gardens, FL, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Castle Island Wealth registered with the SEC or a state?**
Castle Island Wealth is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 287710.

**How much does Castle Island Wealth manage?**
Castle Island Wealth reports $117,199,452 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (71% discretionary).

**How have Castle Island Wealth's assets and staff changed since 2021?**
In the Form ADV data for Castle Island Wealth: Regulatory assets under management: $107,153,851 in the October 2021 data and $117,199,452 in the October 2026 data, up 9%. Total employees: 2 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Castle Island Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (112); high net worth individuals (34).

**Which custodians does Castle Island Wealth use?**
Castle Island Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Castle Island Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/287710

**Does Castle Island Wealth state an account minimum?**
Its Form ADV Part 2A brochure dated March 24, 2026 says: "In general, we require a minimum of $1,000,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."

**What changed in Castle Island Wealth's recent Form ADV filings?**
In the October 2026 filing data: Added an office in Boynton Beach, FL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> In general, we require a minimum of $1,000,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.

- Hourly rate: $350 an hour (financial planning services)

> We charge an hourly fee of $350 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $117,199,452
- Discretionary: $83,487,955
- Non-discretionary: $33,711,497

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 112 | $41,482,676 |
| High net worth individuals | 34 | $75,716,776 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, LA, NE, NH, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Boynton Beach, FL

### Websites listed on Form ADV (Item 1.I)
- castleislandwealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $107,153,851 | 2 | February 2, 2021 |
| October 2022 | $109,389,391 | 2 | June 14, 2022 |
| October 2023 | $115,607,322 | 2 | January 23, 2023 |
| October 2024 | $117,369,863 | 3 | August 28, 2024 |
| October 2025 | $121,165,452 | 4 | March 13, 2025 |
| October 2026 | $117,199,452 | 5 | September 15, 2026 |

Regulatory assets under management: $107,153,851 in the October 2021 data and $117,199,452 in the October 2026 data, up 9%.
Total employees: 2 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Added an office in Boynton Beach, FL.

### May 2026
- Registered or notice-filed in CA, LA, NE, NY.

### April 2026
- Employees performing advisory functions went from 2 to 3.

### January 2026
- No longer registered or notice-filed in DE.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Castle Island Wealth (CRD 287710): Form ADV filing data as of October 2026.