Castelan Capital
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    • Home
    • Our Process
      • Our Process
      • Discovery
      • Analyze
      • Plan
      • Recommendation
      • Implementation
      • Review and Monitor
    • Our Services
      • Private Wealth Solutions
      • Financial Planning
      • Investment Advisory
      • Risk Management
      • Business Advisory
      • Fiduciary Services
      • Bespoke Solutions
    • Financial Professionals
      • Careers
      • Executive Team
    • Investors
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Castelan Capital

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  • Home
  • Our Process
    • Our Process
    • Discovery
    • Analyze
    • Plan
    • Recommendation
    • Implementation
    • Review and Monitor
  • Our Services
    • Private Wealth Solutions
    • Financial Planning
    • Investment Advisory
    • Risk Management
    • Business Advisory
    • Fiduciary Services
    • Bespoke Solutions
  • Financial Professionals
    • Careers
    • Executive Team
  • Investors
    • Client Login

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We empower our clients to reach their most ambitious goals. Our tailored investment solutions set us apart. 

Castelan Capital, an Investment Advisory Company

Castelan Capital, an Investment Advisory CompanyCastelan Capital, an Investment Advisory CompanyCastelan Capital, an Investment Advisory Company

A Fee-Based Registered Investment Advisory Firm

Whether financial planning to balance your finances or investment solutions to reach long-term goals, Castelan Capital offers fee-based advice according to your personalized needs. 

What we offer:

  • Complimentary initial meeting to discuss objectives
  • Personalized investment advice 
  • Answers to your most pressing financial questions

Find out more

We Are Here For You

Asset Management

Retirement Planning

Financial Planning

Explore asset allocation strategies and mutual funds

Financial Planning

Retirement Planning

Financial Planning

Take control of your personal finances

Retirement Planning

Retirement Planning

Retirement Planning

Let us help you create long-term investment solutions 

Business Advisory

Retirement Planning

Retirement Planning

Select tailored strategies for your business

Frequently Asked Questions

Castelan Capital is a fee-based Registered Investment Advisory company provided investment advice to individual clients, as well as business and institutional clients. These services may included non-investment advice as well, such as budgeting and financial planning.

There is no minimum investment amount to begin working together. We meet you where you are in your financial life, and seek to learn your destination goal. 

Given each client is unique, our services are tailored to our clients' needs. Therefore, our fees range widely according to services rendered. We gather information in our first meeting and provide a customized quote before moving on with our process. If accepted, we then begin a plan creation process, followed by a plan implementation. 

Simple plans can take between 1-2 weeks to implement. Complex plans can take several weeks to fully implement. We work with you every step of the process to ensured you are informed of next steps. 

Contact Us

Better yet, see us in person!

We love our customers, so feel free to visit during normal business hours.

Castelan Capital

5865 Ridgeway Center Parkway, Memphis, Tennessee 38120, United States

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  • Home
  • Our Process
  • Discovery
  • Analyze
  • Plan
  • Recommendation
  • Implementation
  • Review and Monitor
  • Private Wealth Solutions
  • Financial Planning
  • Investment Advisory
  • Risk Management
  • Business Advisory
  • Fiduciary Services
  • Bespoke Solutions
  • Careers
  • Executive Team
  • Client Login

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