Kody Carl Followwill
Investment adviser representative at Castleview Partners, LLC
12 yearsExperience
1 stateRegistered in
$416.9MFirm assets
11 yearsFirm in business
Are you Kody Carl Followwill? 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Castleview Partners, LLCJun 2025 to now
- Cain FinancialMay 2025 to now
- Newedge Advisors, LLC.Jul 2023 to May 2025
- Foundations Investment Advisors, LLCMay 2023 to Jul 2023
- Compass RetirementMay 2022 to Jul 2023
- Ae Wealth Management, LLCMay 2022 to May 2023
- Mercer Global AdvisorsNov 2021 to May 2022
- Lake Point Advisory GroupJan 2020 to Nov 2021
- Park Place Motorcars DallasJan 2017 to Jan 2020
- Audi Fort WorthJan 2015 to Jan 2017
- Free Range ConceptsJan 2014 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
Castleview Partners, LLC
$416.9MAssets managed
594Clients
11Advisers
11 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
- 7216178
- Firm CRD
- 281410