Brent Caswell
Normandy Investment Advisors · Independence, Missouri
Brent Caswell is a fee-only financial advisor at Normandy Investment Advisors in Independence, Missouri. Normandy Investment Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Normandy Investment Advisors |
|---|---|
| Based in | Independence, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $273.4M across 729 accounts |
| SEC registration | Investment adviser representative in KS, MO, TX · CRD 5753289 |
| Exams passed | Series 66 (2010) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.normandyia.com |
| Profile |
How Brent's firm compares
- Normandy Investment Advisors's average account is about $375,000, from its Form ADV (assets managed divided by 729 accounts).
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Questions about Brent
Is Brent Caswell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brent holds no broker registration, and Normandy Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brent charge for financial advice?
Brent's firm, Normandy Investment Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Brent Caswell based?
Brent Caswell is based in Independence, Missouri.
Is Brent Caswell registered with the SEC?
Yes. Brent Caswell is registered as an investment adviser representative in KS, MO and TX (CRD 5753289), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Normandy Investment Advisors manage?
Normandy Investment Advisors reports $273.4M across 729 accounts in assets under management.
How do I contact Brent Caswell?
Through Brent's website, www.normandyia.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Independence
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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