Castleview Partners, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

281410

SEC number

801-106652

Firm type

RIA

Assets under management

$416.9M as of May 6, 2026

Website

www.castleviewpartners.com ↗

Phone

214-710-1995

Address

4851 Lbj Freeway, Dallas, TX, 75244

Advisors at this firm

12 in our index · page 1 of 1

• Harriet Eason BynumCRD 1801192 · Little Rock, AR
  IA Registered
• David Allen CainCRD 6475492 · Plano, TX
  IA Registered
• Homero Jose DiazCRD 5737174 · Coral Gables, FL
  IA RegisteredRegistration inactive
• Kody Carl FollowwillCRD 7216178 · Planoi, TX
  IA Registered
• Ian FritzCRD 7057280 · Dallas, TX
  IA RegisteredRegistration inactive
• Douglas Wayne GillCRD 2129646 · Dallas, TX
  IA RegisteredRegistration inactive
• Alyssa GuerraCRD 5152168 · Coral Gables, FL
  IA RegisteredBroker
• Aaron Phillip HavensCRD 6657706 · Highland, UT
  IA Registered
• Julian Kaye JohnsonCRD 5649819 · Plano, TX
  IA RegisteredRegistration inactive
• Michael LynchCRD 6154692 · Coral Gables, FL
  IA RegisteredBroker
• Umberto PerezCRD 4149270 · Coral Gables, FL
  IA RegisteredBroker
• Robert Wilson PoynorCRD 2198999 · Plano, TX
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.