# Castleview Partners, LLC

> Castleview Partners, LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 6, 2026.

- CRD: 281410
- Filed as: CASTLEVIEW PARTNERS, LLC
- Also doing business as: AIALPHA TAMP SERVICES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: May 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281410
- AdvisorCensus page: https://advisorcensus.com/firm/castleview-partners-llc-dallas-tx-281410

## Quick answers

**How is Castleview Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Castleview Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Castleview Partners, LLC located?**
Castleview Partners, LLC's principal office is in Dallas, TX, according to its Form ADV; the June 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Castleview Partners, LLC registered with the SEC or a state?**
Castleview Partners, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 281410.

**How much does Castleview Partners, LLC manage?**
Castleview Partners, LLC reports $416,875,249 in regulatory assets under management in its Form ADV filing dated May 6, 2026 (99% discretionary).

**How have Castleview Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Castleview Partners, LLC: Regulatory assets under management: $365,807,421 in the October 2021 data and $416,875,249 in the October 2026 data, up 14%. Total employees: 17 in October 2021 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Castleview Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (512); high net worth individuals (80); other investment advisers (2).

**Which custodians does Castleview Partners, LLC use?**
Castleview Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Castleview Partners, LLC 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/281410

**What changed in Castleview Partners, LLC's recent Form ADV filings?**
In the June 2026 filing data: Registered or notice-filed in UT.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage 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: $416,875,249
- Discretionary: $413,025,594
- Non-discretionary: $3,849,655

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 512 | $141,630,886 |
| High net worth individuals | 80 | $196,144,335 |
| Other investment advisers | 2 | $79,100,028 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 22 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, FL, NY, TX, UT, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Coral Gables, FL
- Dallas, TX
- Plano, TX

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $365,807,421 | 17 | April 26, 2021 |
| October 2022 | $467,459,404 | 17 | March 28, 2022 |
| October 2023 | $224,154,054 | 17 | March 31, 2023 |
| October 2024 | $269,982,571 | 18 | March 29, 2024 |
| October 2025 | $331,233,271 | 19 | March 28, 2025 |
| October 2026 | $416,875,249 | 22 | May 6, 2026 |

Regulatory assets under management: $365,807,421 in the October 2021 data and $416,875,249 in the October 2026 data, up 14%.
Total employees: 17 in October 2021 and 22 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Registered or notice-filed in UT.

### April 2026
- Employees performing advisory functions went from 13 to 12.
- Regulatory assets under management went from $331,233,271 to $416,875,249 (+26%).
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in CA, IL, OH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Castleview Partners, LLC (CRD 281410): Form ADV filing data as of October 2026.