{
  "crd_number": 205512,
  "slug": "castlepoint-wealth-advisors-oklahoma-city-ok-205512",
  "primary_business_name": "CASTLEPOINT WEALTH ADVISORS",
  "legal_name": "ARK & TLK INVESTMENTS, LLC",
  "dbas": [],
  "city": "Oklahoma City",
  "state": "OK",
  "country": "United States",
  "cbsa_code": "36420",
  "metro": {
    "cbsa_code": "36420",
    "common_name": "Oklahoma City",
    "msa_name": "Oklahoma City, OK",
    "path": "/advisors/ok/oklahoma-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-05-11",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-09-11",
  "carried_forward": false,
  "raum_total": 751448285.0,
  "raum_discretionary": 717418656.0,
  "raum_non_discretionary": 34029629.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 10,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 57777878.0,
      "count": 125
    },
    "high_net_worth_individuals": {
      "raum": 646681955.0,
      "count": 152
    },
    "corporations_other_businesses": {
      "raum": 46988452.0,
      "count": 6
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO",
    "NH",
    "OK",
    "TX"
  ],
  "websites": [
    "https://castlepointwealth.com",
    "https://facebook.com/cpwealth",
    "https://instagram.com/castlepointwealth",
    "https://linkedin.com/company/castlepoint-wealth",
    "https://x.com/cpointwealth",
    "https://youtube.com/@castlepointwealthadvisors"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/205512",
  "city_as_filed": "OKLAHOMA CITY",
  "url": "https://advisorcensus.com/firm/castlepoint-wealth-advisors-oklahoma-city-ok-205512",
  "display_name": "Castlepoint Wealth Advisors",
  "summary": "Castlepoint Wealth Advisors is an SEC-registered investment advisory firm in Oklahoma City, OK, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 11, 2026.",
  "citation": "AdvisorCensus. Castlepoint Wealth Advisors (CRD 205512): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Castlepoint Wealth Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Castlepoint Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Castlepoint Wealth Advisors located?",
      "a": "Castlepoint Wealth Advisors' principal office is in Oklahoma City, OK, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Castlepoint Wealth Advisors registered with the SEC or a state?",
      "a": "Castlepoint Wealth Advisors is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 205512."
    },
    {
      "q": "How much does Castlepoint Wealth Advisors manage?",
      "a": "Castlepoint Wealth Advisors reports $751,448,285 in regulatory assets under management in its Form ADV filing dated September 11, 2026 (95% discretionary)."
    },
    {
      "q": "How have Castlepoint Wealth Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Castlepoint Wealth Advisors: Regulatory assets under management: $310,795,949 in the October 2021 data and $751,448,285 in the October 2026 data, up 142%. Total employees: 8 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Castlepoint Wealth Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (152); individuals (other than high net worth individuals) (125); corporations or other businesses not listed above (6)."
    },
    {
      "q": "Which custodians does Castlepoint Wealth Advisors use?",
      "a": "Castlepoint Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Castlepoint Wealth Advisors report any disciplinary disclosures?",
      "a": "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/205512"
    },
    {
      "q": "What changed in Castlepoint Wealth Advisors' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $605,040,407 to $751,448,285 (+24%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 310795949.0,
      "total_employees": 8,
      "filing_date": "2021-06-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 382790814.0,
      "total_employees": 9,
      "filing_date": "2022-09-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 326698065.0,
      "total_employees": 10,
      "filing_date": "2023-07-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 547302860.0,
      "total_employees": 10,
      "filing_date": "2024-06-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 605040407.0,
      "total_employees": 10,
      "filing_date": "2025-04-08"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 751448285.0,
      "total_employees": 10,
      "filing_date": "2026-09-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $605,040,407 to $751,448,285 (+24%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in CO."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 10, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$8,100",
    "figures": [
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $8,100"
        ],
        "quotes": [
          "Castlepoint generally requires a minimum annual fee of $8,100 for investment management services."
        ]
      }
    ],
    "quotes": [
      "Castlepoint generally requires a minimum annual fee of $8,100 for investment management services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/castlepoint-wealth-advisors-oklahoma-city-ok-205512.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 125,
      "fewer_than_5": false,
      "raum": 57777878.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 152,
      "fewer_than_5": false,
      "raum": 646681955.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 6,
      "fewer_than_5": false,
      "raum": 46988452.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/205512",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}