Sea Hunter Capital provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 26–50 clients last fiscal year.
Sea Hunter Capital reports 146 clients. They include 112 individual clients and 34 high-net-worth individuals. Of its assets, 71.2% ($83.5M across 161 accounts) are managed with discretion; $33.7M across 72 accounts are not. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 77% | 35% |
| High-net-worth individuals | 23% | 65% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 112 | $41.5M | 35.4% | $370K |
| High-net-worth individuals | 34 | $75.7M | 64.6% | $2.23M |
| Total | 146 | $117M | 100% | $803K |
- Clients
- 112
- Regulatory AUM
- $41.5M
- AUM share
- 35.4%
- Avg. per client
- $370K
- Clients
- 34
- Regulatory AUM
- $75.7M
- AUM share
- 64.6%
- Avg. per client
- $2.23M
Total
- Clients
- 146
- Regulatory AUM
- $117M
- AUM share
- 100%
- Avg. per client
- $803K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Sea Hunter Capital charges 0.85%–1.50% a year for its Portfolio Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.50% |
| $500K–$1M | 1.25% |
| $1M–$5M | 1.00% |
| $5M and above | 0.85% |
Fee details and sources
Other fees
- Financial Consulting Services
- Single subject or general consulting is billed at the same hourly rate of $350, negotiable depending on complexity and scope.
- Financial Planning Services
- Financial planning is billed at an hourly fee of $350, negotiable depending on the scope and complexity of the plan.
Kevin McCluskey owns 75% or more of Sea Hunter Capital. Kevin McCluskey is CEO. It has 5 employees, 3 of them in advisory roles.
Staff
- 5 employees
- 3 in advisory functions
- 4 state-registered reps
- 1 insurance agent
- Owns 75% or more of Sea Hunter Capital LLC
Kevin McCluskey
Control person · since August 2016
Sea Hunter Capital’s regulatory assets grew from $107M (February 2021) to $117M (September 2026); clients rose from 45 to 146 and employees from 2 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $117M | 146 | 5 | 3 |
| Mar 2025March 2025 | $121M | 44 | 4 | 1 |
| Jun 2024June 2024 | $117M | 50 | 3 | 1 |
| Jan 2023January 2023 | $116M | 46 | 2 | 1 |
| Jun 2022June 2022 | $109M | 41 | 2 | 1 |
| Feb 2021February 2021 | $107M | 45 | 2 | 1 |
Besides its headquarters, Sea Hunter Capital has 2 offices (1 private residence, listed without an address), with 2 listed addresses in 1 state.
Florida · 2 listed addresses
- 11300 US Highway 1, Suite 600, Palm Beach GardensHQ
- 1901 S Congress Ave., Boynton Beach
Contact and registration details
- Legal name
- Sea Hunter Capital LLC
- Headquarters
- 11300 US Highway 1, Suite 600, Palm Beach Gardens, FL 33408
- Website
- castleislandwealth.com
- Phone
- 561-208-3883
- SEC file
- 801-112273
- Structure
- Florida LLC
- Fiscal year end
- December
Sea Hunter Capital’s named custodian for separately managed accounts is Charles Schwab ($117M). Sea Hunter Capital does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $117M100%
At year end, Sea Hunter Capital’s separately managed accounts were mostly in stocks (52%) and funds (41%).
What the accounts hold
- Stocks52%
- Funds41%
- Bonds5%
- Cash2%
How many clients does Sea Hunter Capital have?
Sea Hunter Capital has 146 clients and manages $117 million for them, as of September 2026. They include 112 individual clients and 34 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 September 2026
What services does Sea Hunter Capital offer?
Sea Hunter Capital provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Sea Hunter Capital charge?
Sea Hunter Capital charges 0.85%–1.50% a year for its Portfolio Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: CASTLE ISLAND WEALTH ADV BROCHURE, filed 24 March 2026
Which custodians does Sea Hunter Capital use?
Sea Hunter Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $117M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 September 2026
How many financial advisors does Sea Hunter Capital have?
Sea Hunter Capital has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Sea Hunter Capital invest in?
At the end of its last fiscal year, Sea Hunter Capital’s separately managed accounts held 52% exchange-traded equities, 41% registered funds (mutual funds, ETFs, BDCs), 5% investment grade corporate bonds and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Sea Hunter Capital?
Sea Hunter Capital’s direct owner is Kevin McCluskey (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 15 September 2026
How does Sea Hunter Capital get paid?
Sea Hunter Capital is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Sea Hunter Capital?
Sea Hunter Capital’s main office is at 11300 US Highway 1, Suite 600, Palm Beach Gardens, FL 33408. Its phone number is 561-208-3883. Its website is castleislandwealth.com.
