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Chasefield Capital LLC (Castle Rock)


Chasefield Capital LLC is an adviser based in Castle Rock. It manages $27.2 million of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Colorado.

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Chasefield Capital provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Chasefield Capital: assets under management

The assets under management (AUM) of Chasefield Capital LLC is $27.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $27.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.51 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Chasefield Capital LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Castle Rock

The principal office where Chasefield Capital LLC performs its advisory services is located at 2212 Ridgetrail Dr., Castle Rock, CO 80104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-854-8425 or by fax 303-854-8425. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at chasefield.co.


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