Jose Castillo
Weatherby Capital · Kansas City, Missouri
Jose Castillo is a fee-only financial advisor at Weatherby Capital in Kansas City, Missouri. Weatherby Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Weatherby Capital |
|---|---|
| Based in | Kansas City, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.4M across 9 accounts |
| SEC registration | Investment adviser representative in KS, MO · CRD 7683233 |
| Exams passed | Series 66 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | weatherby-capital.com |
| Profile |
How Jose's firm compares
- Weatherby Capital's average account is about $270,000, from its Form ADV (assets managed divided by 9 accounts).
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Questions about Jose
Is Jose Castillo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jose holds no broker registration, and Weatherby Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jose charge for financial advice?
Jose's firm, Weatherby Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jose Castillo based?
Jose Castillo is based in Kansas City, Missouri.
Is Jose Castillo registered with the SEC?
Yes. Jose Castillo is registered as an investment adviser representative in KS and MO (CRD 7683233), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Weatherby Capital manage?
Weatherby Capital reports $2.4M across 9 accounts in assets under management.
How do I contact Jose Castillo?
Through Jose's website, weatherby-capital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Kansas City
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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