Stephen Haberstroh
CastleKeep Investment Advisors · Westport, Connecticut
Stephen Haberstroh is a fee-only financial advisor at CastleKeep Investment Advisors in Westport, Connecticut. CastleKeep Investment Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Who they serve
- Ultra high net worth
Facts
| Firm | CastleKeep Investment Advisors |
|---|---|
| Based in | Westport, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $920.8M across 464 accounts |
| SEC registration | Investment adviser representative in CT, DE, TX · CRD 4853300 |
| Exams passed | Series 66 (2004) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.castlekeepadvisors.com |
| Profile |
How Stephen's firm compares
- CastleKeep Investment Advisors's average account is about $2.0 million, from its Form ADV (assets managed divided by 464 accounts).
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Questions about Stephen
Is Stephen Haberstroh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and CastleKeep Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, CastleKeep Investment Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Stephen Haberstroh based?
Stephen Haberstroh is based in Westport, Connecticut.
Is Stephen Haberstroh registered with the SEC?
Yes. Stephen Haberstroh is registered as an investment adviser representative in CT, DE and TX (CRD 4853300), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CastleKeep Investment Advisors manage?
CastleKeep Investment Advisors reports $920.8M across 464 accounts in assets under management.
How do I contact Stephen Haberstroh?
Through Stephen's website, www.castlekeepadvisors.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
- CastleKeep Investment Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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