# James Rudolph

> James Rudolph is a fee-only financial advisor at Castfirm Advisors in Garden City, New York. Castfirm Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-rudolph/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Castfirm Advisors
- **Based in:** Garden City, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $30M across 34 accounts
- **CRD:** 6804833 (https://adviserinfo.sec.gov/individual/summary/6804833)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 66 (2017)
- **Firm size:** 3 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is James Rudolph a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?

James's firm, Castfirm Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is James Rudolph based?

James Rudolph is based in Garden City, New York.

### Is James Rudolph registered with the SEC?

Yes. James Rudolph is registered as an investment adviser representative in NY (CRD 6804833), 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 James Rudolph?

Contact details aren't on file yet. Search for Castfirm Advisors.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6804833): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.