Our Firm
Castellum Asset Management was founded in 2012 outside of the hustle and bustle of city life in Williamsburg, Virginia. It is our belief that the profession has an obligation to serve investors with the highest standards, without a conflict of interest. Our passion lies in creating the best portfolios for investors that have entrusted us with their financial future, not creating products driven by marketing strategies.
Our focus is on long-term results, not short term noise. We constantly monitor the markets and our portfolios to make adjustments as deemed. However, we believe that attempting to time the market or trade short term movements is counterproductive for long term investors. Investment success is achieved through consistently applying a disciplined process that is consistent throughout the market cycle and not focused on popular investments of the day.
Contact UsInvestment Strategy
It is important to find an investment manager that shares your values and outlook
Learn MoreHelpful Content
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Five phases to changing unhealthy behaviors.
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Compare the long-term financial outcomes of renting versus buying a home.
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Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
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Use this article to start conversations about the “backdoor” Roth IRA strategy.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
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Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
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Estimate how much of your Social Security benefit may be subject to federal income tax.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
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Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.




