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Andrew Casteel

Covenant Wealth Advisors

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About Andrew Casteel

Andrew Casteel is an Investment Advisor Representative at Covenant Wealth Advisors. Andrew has been in the financial services industry since 2006 and has experience working with both individual and institutional clients. Andrew has a strong background in investment management and financial planning. Andrew is a Certified Financial Planner and holds the Series 3, 7, and 65 licenses. Andrew specializes in financial planning and investment management.

Firm Information

Andrew Casteel is currently registered with Covenant Wealth Advisors. Covenant Wealth Advisors is a registered investment advisor based in Richmond, Virginia. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They manage approximately $653 million in assets for 1,567 clients, including individuals and pension and profit sharing plans.
Covenant Wealth Advisors

8001 FRANKLIN FARMS DRIVE

RICHMOND, VA 23229

$653.01M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Casteel’s Registration & Firm History

VA

01/03/2025 - Present

Covenant Wealth Advisors (Reston VA)

NY

12/20/2006 - 07/25/2007

LABRANCHE STRUCTURED PRODUCTS SPECIALISTS LLC (NEW YORK NY)

NY

08/29/2005 - 04/03/2007

LABRANCHE STRUCTURED PRODUCTS LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/17/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/15/2010

Series 3 - National Commodity Futures Examination

BC

Issued 06/08/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Casteel.
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