Broker Check
 
Our Philosophy Our Capabilities Goals-Based Investing Custom Solutions

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 Us

Serving Advisors

Our focus is on creating portfolios to help advisors and their clients.

Learn More

Risk Assessment

Answer the questionnaire and receive a complimentary portfolio analysis.

Learn More

Investment Strategy

It is important to find an investment manager that shares your values and outlook

Learn More

Senior Management

Learn More

Calculators

Learn More

Investment

Learn More

Helpful Content

Raising Healthy Children

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

The Power of Interest - How Long Will it take My Money to Do

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

 

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

View all articles arrow

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

View all calculators arrow

Rightsizing for Retirement

What does your home really cost?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

View all videos arrow