Brian
Cohoon
Castellan
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About this Advisor
Brian Cohoon is a financial advisor based in Louisville, Kentucky, working with Castellan. Brian has previously held positions at Unified Trust Company, Lincoln Financial Securities Corporation, Inspire, First Bankers Trust Co, Inspire Advisors, LLC, Context Financial LLC, American United Life, Oneamerica Securities, and Commonwealth Bank And Trust. Brian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kentucky and Texas. Currently, Brian is part of Castellan, which operates out of Louisville, Kentucky. The firm has 9 employees and manages assets totaling $353.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. The fee structure at Castellan includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
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Castellan Brokerage Details
$353,473,345
9
59
$5,991,074
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Brian Cohoon Work History
American United Life
Oneamerica Securities
Commonwealth Bank And Trust
Inspire Advisors, LLC
Context Financial LLC
Inspire
First Bankers Trust Co
Lincoln Financial Securities Corporation
Unified Trust Company
Disclosures
Please visit the SEC profile of Brian Cohoon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Castellan
Louisville, KY
Louisville, KY
Louisville, KY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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