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CASTELLANO & ASSOCIATES

SHREVEPORT, LA · CRD 117369 · IAPD ↗ · todaycpa.com · 318-683-1040

$129.5MRegulatory AUM
3Advisory reps
14Employees
0Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — CASTELLANO & ASSOCIATES added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
March 2026 — CASTELLANO & ASSOCIATES reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2025 — CASTELLANO & ASSOCIATES reported RAUM up 41% ($113.8M -> $160.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
November 2024 — ARNOLD CASTELLANO AND ASSOCIATES, LLC is now doing business as CASTELLANO & ASSOCIATES.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
50
October 2024 — ARNOLD CASTELLANO AND ASSOCIATES, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
June 2024 — ARNOLD CASTELLANO AND ASSOCIATES, LLC (SHREVEPORT, LA) is newly SEC-registered with $113.7M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.