What are the requirements to become an investor?

Both individuals and entities can be investors at Castleberry Financial Services Group.

Identification and Verification
Individual investors must be at least 18 years old, have a valid social security number, and have their identity successfully verified by Castleberry Financial Services Group.

Family trusts, companies and other organizations will need to contact us at 877.640.9393 for identity verification purposes in order to become investors.

Account and Investment Minimums
Currently, there is a minimum investment in Alternative Investment Accounts. Investors may invest as little as $100,000.00 and up to $100,000,000.00 in Castleberry Financial Services Group.

IRA Rollover has no minimum investment and Castleberry Financial Services Group pays the fees with Mainstar Trust.

Different Account Types
Castleberry Financial Services Group offers a variety of account types to meet your investing needs. We offer individual accounts, joint accounts, trust accounts, corporate accounts, and custodial/minor accounts. Open an account today.

Investment Duration
Currently, Castleberry Financial Services Group offers terms of 1, 3 and 5 years at origination.