Profile
Sean Smith is the founder of Castellan Group LLC, which was founded in 2018.
Sean Smith active positions
| Companies | Position | Start |
|---|---|---|
Castellan Group LLC
 Castellan Group LLC Investment ManagersFinance Castellan Group LLC (Castellan) is a private, SEC-registered investment advisor and wealth management firm headquartered in Louisville, Kentucky. The firm was founded in 2018 and is principally owned by two Grantor Trusts, CASTELLAN WHY Trust and CASTELLAN Endeavor Trust, with 100% of income in trusts distributing to charitable organizations. Castellan offers investment services for ultra-high net worth families with multigenerational wealth. | Founder | 01/01/2018 |
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| Private companies | 1 |
|---|---|
Castellan Group LLC
Castellan Group LLC Investment ManagersFinance Castellan Group LLC (Castellan) is a private, SEC-registered investment advisor and wealth management firm headquartered in Louisville, Kentucky. The firm was founded in 2018 and is principally owned by two Grantor Trusts, CASTELLAN WHY Trust and CASTELLAN Endeavor Trust, with 100% of income in trusts distributing to charitable organizations. Castellan offers investment services for ultra-high net worth families with multigenerational wealth. | Finance |
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