James Castleman
Advisorstrust Partners · Raleigh, North Carolina
James Castleman is a fee-only financial advisor at Advisorstrust Partners in Raleigh, North Carolina. Advisorstrust Partners reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Advisorstrust Partners |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $435.3M across 523 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5582414 |
| Exams passed | Series 66 (2009) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.mcmahanfinancial.com |
How James's firm compares
- Advisorstrust Partners's average account is about $832,000, from its Form ADV (assets managed divided by 523 accounts).
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Questions about James
Is James Castleman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Advisorstrust Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Advisorstrust Partners, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is James Castleman based?
James Castleman is based in Raleigh, North Carolina.
Is James Castleman registered with the SEC?
Yes. James Castleman is registered as an investment adviser representative in TX (CRD 5582414), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Advisorstrust Partners manage?
Advisorstrust Partners reports $435.3M across 523 accounts in assets under management.
How do I contact James Castleman?
Through James's website, www.mcmahanfinancial.com.
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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