Caleb Casto has been an investment adviser representative at Vandalia Wealth Management since April 2026, and is not listed among the firm’s executive officers or direct owners. Caleb Casto holds a Mathematics degree from West Virginia University.
Vandalia Wealth Management Incorporated is a Charleston, WV firm with $250M under management, 469 clients and 15 advisers across 6 offices, as of its July 2026 filing.
Caleb Casto is Wealth Advisor of Vandalia Wealth. He has served clients in the financial services industry since 2018, working with individuals, families and institutions. He began his career in banking, insurance and financial services, where he held advisory and leadership roles with Fortune 100 companies.
Caleb Casto’s longest registration is the current one, 3 years at Axxcess Wealth Management, LLC since 2023. Before joining Vandalia Wealth Management in 2026, Caleb Casto was registered through Fifth Third Securities, Inc.
- Vandalia WealthCurrent– present · under a yearCharleston, WV · Adviser representative · Firm CRD 340089
- Axxcess Wealth Management, LLCAlso current– present · 3 yearsCharleston, WV · Adviser representative · Firm CRD 164081
- Fifth Third Securities, Inc.– · 1 yearCharleston, WV · Adviser representative · Firm CRD 628
Professional designations
Listed by Vandalia Wealth Management
- CFP®
Investment adviser representative registrations
Caleb Casto is registered as an investment adviser representative in West Virginia, since August 2023.
- West VirginiaSince 4 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 11 June 2022 |
| Series 7TO | General Securities Representative Examination | 25 March 2022 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 September 2019 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 9 September 2019 |
| SIE | Securities Industry Essentials Examination | 11 April 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Caleb Joe Casto
- CRD
- 6935244
- Firm
- Vandalia Wealth Management · CRD 340089
- Office
- 500 CORPORATE LANDING, SUITE 201, Charleston, WV 25311
- Registration
- Investment adviser registration
- In the industry since
- September 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- vandaliawealth.com
Where does Caleb Casto work?
Caleb Casto is an investment adviser representative registered through Vandalia Wealth Management Incorporated since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Caleb Casto a financial advisor?
Yes. Caleb Casto has a current investment-adviser registration in West Virginia, through Vandalia Wealth Management since April 2026.
How many years of experience does Caleb Casto have?
Caleb Casto has 7 years in the financial industry, since September 2019, across 3 adviser firms.
What exams has Caleb Casto passed?
Caleb Casto has passed 5 licensing exams: the SIE, Series 6TO, Series 63, Series 7TO and Series 66. The earliest, the SIE, was passed in April 2019.
Where did Caleb Casto work before Vandalia Wealth Management?
Before Vandalia Wealth Management, Caleb Casto was registered through Fifth Third Securities, Inc., June 2022 to August 2023.
Where is Caleb Casto based?
Caleb Casto’s registered office is in Charleston, WV.
Is Caleb Casto registered with FINRA?
No. Caleb Casto has no current broker registration.
Is Caleb Casto a CFP?
Vandalia Wealth Management lists Caleb Casto with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Caleb Casto’s record?
Search CRD 6935244 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Caleb Casto’s full registration record.