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The fee is negotiable.","source":"CASTLEVIEW PARTNERS ADV PART 2A, filed 25 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Castleview Partners use?","answer":"Castleview Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $246M and Fidelity Brokerage Services LLC (Boston, MA), with $91.2M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Castleview Partners have?","answer":"Castleview Partners has 12 investment adviser representatives registered with state securities authorities, out of 22 employees, and 12 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Castleview Partners invest in?","answer":"At the end of its last fiscal year, Castleview Partners’ separately managed accounts held 64% exchange-traded equities, 10% investment grade corporate bonds, 10% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents, 4% non-exchange-traded equities, 4% U.S. government and agency bonds and 1% high-yield corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Castleview Partners?","answer":"Castleview Partners is owned through a holding company by Douglas Gill. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}