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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.

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Serving Advisors

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

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Risk Assessment

Answer the questionnaire and receive a complimentary portfolio analysis.

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Investment Strategy

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

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Senior Management

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Calculators

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