We are not accepting new clients. Castle Capital currently runs its strategies only for the founder's family accounts while a compliance review is underway. The plans below are listed for reference.
$10/mo
Billed monthly
Up to $10,000 connected capital
$25/mo
Billed monthly
Up to $25,000 connected capital
$100/mo
Billed monthly
Up to $100,000 connected capital
Unlimited connected capital. Not offered while we are not accepting new clients.
A flat subscription fee. Plans are priced by connected capital, billed monthly or annually.
| Feature | Basic | Starter | Growth |
|---|---|---|---|
| Connected capital limit | $10,000 | $25,000 | $100,000 |
| Algorithmic strategies | 1 strategy | All strategies | All strategies |
| Daily portfolio rebalancing | Included | Included | Included |
| Reporting cadence | Monthly | Weekly | Weekly + daily analytics |
| Support level | Priority email | Priority email | |
| Web dashboard access | Not included | Included | Included |
Our algorithms evaluate market data each trading day and execute trades against quantitative signals and risk rules. The system rebalances your portfolio daily to the target allocation the strategy specifies.
Minimums are $1,000 on Basic, $2,500 on Starter and $10,000 on Growth. These floors keep position sizing and diversification workable at the strategy level.
Yes. Upgrade, downgrade or cancel whenever you like. Changes take effect at the next billing cycle, and after cancelling your service stays active until the end of the period you have already paid for.
Your funds stay in your own account at Alpaca Securities LLC, a FINRA and SIPC member broker-dealer. SIPC protects against the broker's failure, not against investment losses. Castle Capital never takes custody of your money: we send trading instructions to the account you connect.
We do not publish return figures. Backtests are hypothetical, and the live record is too short to report. The strategies use 2x–3x leveraged and volatility ETFs, carry a backtested beta of about 1.2 to the S&P 500, and can lose most of their value in a sharp decline. Past performance does not guarantee future results.
Castle Capital currently runs its strategies only for the founder's family accounts while a compliance review is underway.