# Castlepoint Wealth Advisors

> 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.

- CRD: 205512
- Filed as: CASTLEPOINT WEALTH ADVISORS
- Legal name: ARK & TLK Investments, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Oklahoma City, OK
- Filing period: October 2026
- Form ADV filing dated: September 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/205512
- AdvisorCensus page: https://advisorcensus.com/firm/castlepoint-wealth-advisors-oklahoma-city-ok-205512

## Quick answers

**How is Castlepoint Wealth Advisors compensated?**
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).

**Where is Castlepoint Wealth Advisors located?**
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).

**Is Castlepoint Wealth Advisors registered with the SEC or a state?**
Castlepoint Wealth Advisors is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 205512.

**How much does Castlepoint Wealth Advisors manage?**
Castlepoint Wealth Advisors reports $751,448,285 in regulatory assets under management in its Form ADV filing dated September 11, 2026 (95% discretionary).

**How have Castlepoint Wealth Advisors' assets and staff changed since 2021?**
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.

**What types of clients does Castlepoint Wealth Advisors serve?**
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).

**Which custodians does Castlepoint Wealth Advisors use?**
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.

**Does Castlepoint Wealth Advisors 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/205512

**What changed in Castlepoint Wealth Advisors' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $605,040,407 to $751,448,285 (+24%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 10, 2026)

- Minimum annual fee: $8,100

> Castlepoint generally requires a minimum annual fee of $8,100 for investment management services.

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.
- National Financial Services LLC

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: $751,448,285
- Discretionary: $717,418,656
- Non-discretionary: $34,029,629

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 125 | $57,777,878 |
| High net worth individuals | 152 | $646,681,955 |
| Corporations or other businesses not listed above | 6 | $46,988,452 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 10 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, NH, OK, 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
- Tulsa, OK

### Websites listed on Form ADV (Item 1.I)
- castlepointwealth.com
- Facebook @cpwealth
- Instagram @castlepointwealth
- LinkedIn @castlepoint-wealth
- X @cpointwealth
- YouTube @castlepointwealthadvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $310,795,949 | 8 | June 22, 2021 |
| October 2022 | $382,790,814 | 9 | September 15, 2022 |
| October 2023 | $326,698,065 | 10 | July 21, 2023 |
| October 2024 | $547,302,860 | 10 | June 26, 2024 |
| October 2025 | $605,040,407 | 10 | April 8, 2025 |
| October 2026 | $751,448,285 | 10 | September 11, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $605,040,407 to $751,448,285 (+24%).

### December 2025
- Registered or notice-filed in CO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Castlepoint Wealth Advisors (CRD 205512): Form ADV filing data as of October 2026.