Derek Elphick
Castfirm Advisors · Kensington, Maryland
Derek Elphick is a fee-only financial advisor at Castfirm Advisors in Kensington, Maryland, who holds the CFA credential. Castfirm Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Castfirm Advisors |
|---|---|
| Based in | Kensington, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $30M across 34 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MD, NY · CRD 6504706 |
| Exams passed | Series 63 (2017) |
| Firm size | 3 employees |
| Disclosures | None reported |
How Derek's firm compares
- Castfirm Advisors's average account is about $882,000, from its Form ADV (assets managed divided by 34 accounts).
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Questions about Derek
Is Derek Elphick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Derek holds no broker registration, and Castfirm Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Derek charge for financial advice?
Derek's firm, Castfirm Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Derek Elphick based?
Derek Elphick is based in Kensington, Maryland.
What credentials does Derek Elphick hold?
Derek Elphick holds the CFA credential.
Is Derek Elphick registered with the SEC?
Yes. Derek Elphick is registered as an investment adviser representative in MD and NY (CRD 6504706), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Castfirm Advisors manage?
Castfirm Advisors reports $30M across 34 accounts in assets under management.
How do I contact Derek Elphick?
Contact details aren't on file yet. Search for Castfirm Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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