{"url":"https://nivawealth.com/firms/sea-hunter-capital-287710","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/287710","regulatoryAum":117199452,"crd":"287710","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8326450","suffix":null,"lastName":"Bellomo","firstName":"Lauren","middleName":null},{"crd":"6112071","suffix":null,"lastName":"MCCLUSKEY","firstName":"ALEXIA","middleName":null},{"crd":"7999029","suffix":null,"lastName":"MCCLUSKEY","firstName":"JACK","middleName":"PULITZER"},{"crd":"2981542","suffix":null,"lastName":"MCCLUSKEY","firstName":"KEVIN","middleName":"MICHAEL"},{"crd":"2231391","suffix":null,"lastName":"URQUHART","firstName":"WILLIAM","middleName":"THOMAS"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-02-02","regulatoryAum":107153851,"clients":45,"employees":2,"offices":1},{"filedOn":"2022-06-14","regulatoryAum":109389391,"clients":41,"employees":2,"offices":1},{"filedOn":"2023-01-23","regulatoryAum":115607322,"clients":46,"employees":2,"offices":1},{"filedOn":"2024-06-12","regulatoryAum":117369863,"clients":50,"employees":3,"offices":1},{"filedOn":"2025-03-13","regulatoryAum":121165452,"clients":44,"employees":4,"offices":1},{"filedOn":"2026-09-15","regulatoryAum":117199452,"clients":146,"employees":5,"offices":3}],"secFileNumber":"801-112273","legalName":"Sea Hunter Capital LLC","displayName":"Sea Hunter Capital","slug":"sea-hunter-capital-287710","website":"https://castleislandwealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"11300 US Highway 1, Suite 600","city":"Palm Beach Gardens","state":"FL","stateName":"Florida","country":"United States","postalCode":"33408"},"tradeNames":[],"registration":{"secApproved":"8 January 2018","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":802735.9726027397,"staff":{"employees":5,"advisory":3,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":117199452,"discretionary":83487955,"discretionaryAccounts":161,"nonDiscretionary":33711497,"nonDiscretionaryAccounts":72,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":2},"clientTypes":[{"label":"Individuals (other than HNW)","clients":112,"regulatoryAum":41482676},{"label":"High-net-worth individuals","clients":34,"regulatoryAum":75716776}],"feePrograms":[{"role":"main","program":"Portfolio Management Services","feeBasis":"marginal","fee_tiers":[{"to":500000,"pct":1.5,"from":0},{"to":1000000,"pct":1.25,"from":500000},{"to":5000000,"pct":1,"from":1000000},{"to":null,"pct":0.85,"from":5000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024266","versionId":1024266,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-24","documentName":"CASTLE ISLAND WEALTH ADV BROCHURE","fee_rate_low":0.85,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Consulting Services","summary":"Single subject or general consulting is billed at the same hourly rate of $350, negotiable depending on complexity and scope.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024266","versionId":1024266,"submittedOn":"2026-03-24","documentName":"CASTLE ISLAND WEALTH ADV BROCHURE"},{"role":"other","program":"Financial Planning Services","summary":"Financial planning is billed at an hourly fee of $350, negotiable depending on the scope and complexity of the plan.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024266","versionId":1024266,"submittedOn":"2026-03-24","documentName":"CASTLE ISLAND WEALTH ADV BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T15:42:54.954453+00:00","documents":[{"name":"CASTLE ISLAND WEALTH ADV BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024266","versionId":1024266,"submittedOn":"2026-03-24"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":117199452}],"custodyNote":"Sea Hunter Capital does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Kevin McCluskey","title":"Chief Compliance Officer/Chief Executive Officer","crd":"2981542"}],"ownership":[{"label":"Kevin McCluskey","detail":"Chief compliance officer/chief executive officer in the 75% or more ownership band and a control person, since August 2016."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":1},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":2,"addresses":[{"street":"11300 US Highway 1, Suite 600","city":"Palm Beach Gardens","headquarters":true},{"street":"1901 S Congress Ave.","city":"Boynton Beach"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"561-208-3883","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)","Other"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":52},{"label":"Investment grade corporate bonds","percent":5},{"label":"Securities issued by registered investment companies or business development companies","percent":41},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"15 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/287710/PDF/287710.pdf","brochureDate":"24 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024266","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Sea Hunter Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Sea Hunter Capital offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Sea Hunter Capital charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Sea Hunter Capital use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Sea Hunter Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Sea Hunter Capital invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Sea Hunter Capital?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Sea Hunter Capital get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Sea Hunter Capital?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 15 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. 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."}