OUR SERVICES

Learn more about the ways we serve clients & what sets us apart

Wealth Management

Full-service offering that provides investment management, income tax review, estate document analysis and wealth transfer planning.

Investments

A personalized risk-profile and access to our core discretionary investment portfolios that are proactively managed in line with your goals.

Consulting

We partner with other professionals to evaluate the financial impact of Real Estate, Royalties and Exchange Listed and/or Privately Held Busines holdings on current and future generations.

Refocus your Investment Plan

How do we differ from the competition?

Castleberry Capital

- Custom Built Portfolios
- Relationship Based
- No Hidden Fees
- Fiduciary Focus
- Independently Owned

Other Firms

- Cookie Cutter Investing
- Only Sell You Products
- High Commissions
- Driven by Sales Quotas
- Big Bank Controlled

Contact US

Castleberry Capital Investments is a Registered Investment Advisory Firm based in Cumming GA

why we are different

Custom Investment Portfolios

Custom Risk-Profiles are completed for each client. Based on the analysis results, clients are presented with an investment model that we manage on their behalf.

No Product Sales

We never sell annuities or insurance based "products". Our "Fee-Only" business model means that we are compensated from a percentage basis of assets we manage or in fully-transparent consulting agreements.

Fiduciary Relationship

As a Registered Investment Advisor, Castleberry Capital Investments is legally obligated to satisfy the “Fiduciary Standard” as opposed to the “Suitability Standard” of Agents and Brokers. The “Fiduciary Standard” states that an advisor must act in the best interest of the client, provide full and fair disclosure and manage investments in utmost good faith through the duration of their advisory relationship

Independently Owned

We are not a franchise, nor are we subject to the demands of a corporate home office. Being 100% locally owned and operated gives us an advantage.

Community Involvement

Giving back to our community is one of the core principles on which we were founded. We support nonprofits and philanthropic causes in North Georgia.

Strategic Partnerships

By aligning with top professionals, we are able to partner with them in meeting your objectives. We have created strategic partnerships in Real Estate, Law and Accounting. These business alliances allow us to better serve our clients.

FREQUENTLY ASKED QUESTIONS

  • selectivity

What do you invest my money in?

Our top-down investment process begins with determining how much to invest in stocks, bonds, cash or other hedged securities—to maximize the likelihood of reaching your goals.

  • Security

How are my assets protected?

Assets deposited with our preferred custodians are covered by the Securities Investor Protection Corporation (SIPC). Lloyd’s of London generally provides additional brokerage insurance in excess of SIPC. 

  • Account Size

Can you manage my money?

We would love to work with you.  We generally adhere to a client minimum of $2,500,000 in investable assets in order to maintain the highest level of service. We reserve the right to waive this minimum based on our discretion.

  • Accounts

What type of accounts do you invest?

We can help you establish & actively manage Brokerage Accounts, IRAs, Roth IRAs, SEP IRAs, 401(k)s and Profit Sharing Plans.  

  • Estates

Do I need to set up a trust? 

Efficient wealth transfer between generations is a fundamental element of planning. CCI helps families with these estate planning decisions.  

“Someone’s sitting in the shade today because someone planted a tree a long time ago.” – Warren Buffett

  • Consulting

Should we sell our real estate and pay the taxes or pass it to our children?

Real Property represents a large part of most estates.  There are ways to minimize your tax burden or adjust cost-basis through transfer.  We can help navigate these family decisions.  

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