Carlos Jose Castro
Investment adviser representative at Valtrion Capital Management, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$287.3MFirm assets
Are you Carlos Jose Castro? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Valtrion Capital Management, LLCJan 2024 to now
- Real Talk Capital, LLCJan 2024 to now
- Lincoln Financial SecuritiesJun 2020 to Jan 2024
- Tgw Superiorcare Mts LLCJan 2014 to Mar 2018
- USAA Investment ManagementAug 2011 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (TX).
Valtrion Capital Management, LLC
$287.3MAssets managed
188Clients
6Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5340409
- Firm CRD
- 318048