Our Mission

Castleberry Financial Services Group, LLC is a leading Alternative Investment Manager. We are contrarian, value-oriented investors in local companies, with significant distressed expertise. We operate our businesses in an integrated manner and are nimble in our purchases, which we believe distinguishes us from other Alternative Investment Managers. We have applied this investment philosophy over our 5-year history, deploying almost $800M in capital across the balance sheets of leading local businesses, and seeking to create principal-protected, “equity-like”, fixed-income returns for our investors throughout economic cycles. We raise, invest and manage these surety-bond protected funds on behalf of over 1,100 individual investors across the country.