Derek John Elphick
Investment adviser representative at Castfirm Advisors LLC
10 yearsExperience
2 statesRegistered in
CFADesignation
$30MFirm assets
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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
10 years in the industry.
- Castfirm Advisors LLCFeb 2026 to now
- The Warner CompaniesAug 2016 to Feb 2026
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 2 states (MD, NY).
Castfirm Advisors LLC
$30MAssets managed
29Clients
3Advisers
Under 1 yearIn 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
- 6504706
- Firm CRD
- 327519