Castlepoint Wealth Advisors

Overview

Castlepoint Wealth Advisors is an SEC registered investment adviser based in Oklahoma City, OK, registered since 2015. It reports $751M in assets under management across 1,139 accounts, with 10 employees. It has 9 investment adviser representatives.

Reported AUM

$751M

Discretionary

95%

Accounts

1,139

Average account

$66K

Employees

10

Advisory reps

9

Registered since

2015

Jurisdictions

4

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 5

• Kendall Wayne King Managing Member CRD 4449600
• Adam William Lee Chief Investment Officer CRD 7423789
• Drew Spencer Garner Partner, Chief Operating Officer, Wealth Advisor CRD 6739306

2 more executive officers, with direct contact details

Advisory reps 3 of 9

• Kristen Dawn Buchman Investment Adviser Rep CRD 7310898
• Edward Thomas Creegan IV Investment Adviser Rep CRD 7066088
• Drew Spencer Garner Investment Adviser Rep CRD 6739306

6 more advisory reps, with emails, phones and branch locations

Location

Headquarters

7308 N Classen Blvd
Oklahoma City, OK 73116

County

Oklahoma

Metro area

Oklahoma City, OK

Region

South

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: castlepointwealth.com

Every state, with registration dates

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