Carlos Jose Castro

CFP

Real Talk Capital, LLC

18 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Financial Planning & CoachingInvestment ManagementRetirement PlanningBusiness OwnersHigh Net Worth

Real Talk Capital, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

152 clients

Average Client Portfolio

$945K average

Assets Under Management

$143.6M

Fee Structure

Minimum Investment:$10K

Location

Austin, TX

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History

Regulatory History (1)

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Customer Dispute

August 2015

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Carlos owns rental property and is an insurance agent offering group health insurance. He dedicates minimal time to each activity.

Employment History

Current Registrations

Valtrion Capital Management, LLC

January 2024 - Present · 2 yrs 1 mo

Previous Registrations

Lincoln Financial Securities Corporation

May 2020 - January 2024 · 3 yrs 8 mos

Lincoln Financial Securities CorporationBroker

May 2020 - January 2024 · 3 yrs 8 mos

USAA Investment Management Company

January 2018 - June 2020 · 2 yrs 5 mos

USAA Financial Planning Services

September 2016 - January 2018 · 1 yr 4 mos

USAA Financial Advisors, INC.Broker

September 2011 - June 2020 · 8 yrs 9 mos

USAA Financial Planning Services

September 2011 - September 2016 · 5 yrs

Chase Investment Services CORP.

November 2010 - April 2011 · 5 mos

Chase Investment Services CORP.Broker

May 2009 - April 2011 · 1 yr 11 mos

Wamu Investments, INC.Broker

June 2007 - May 2009 · 1 yr 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.