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James Francis Castleman

Manager/Chief Compliance OfficerAdvisortrust Partners, LLCCRD 5582414

About James Francis Castleman

James Francis Castleman is listed as Manager/Chief Compliance Officer at Advisortrust Partners, LLC in Raleigh, NC. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Advisortrust Partners, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Francis Castleman work?

James Francis Castleman is listed as Manager/Chief Compliance Officer at Advisortrust Partners, LLC on SEC Form ADV.

How much of Advisortrust Partners, LLC does James Francis Castleman own?

Form ADV reports a beneficial ownership band of Over 75%.

Advisortrust Partners, LLC

TitleManager/Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2019
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