Our Team

Meet the founders behind Castle Capital's systematic approach to generating consistent, risk-managed returns.

Merritt Cassell

Co-Founder & Chief Operating Officer

Merritt leads Castle Capital's strategy development and client relationships, overseeing algorithm design and risk parameters. He is currently pursuing Series 65 licensure as the firm works toward RIA registration.

Core Expertise
Portfolio Management
Risk Management
Client Relations
Strategy Development

Marcus Cassell

Co-Founder & Chief Technology Officer

Marcus built Castle Capital's algorithmic trading platform from the ground up. He develops and maintains the trading engine, manages data infrastructure, and ensures seamless integration with Alpaca Securities LLC for automated execution.

Core Expertise
Python Development
Algorithm Design
System Architecture
API Integration

Our Approach

Built on the foundation of systematic discipline and technological excellence.

Data-Driven Decisions

Every investment decision is backed by rigorous quantitative analysis. We remove emotion and bias from the process, relying purely on statistical evidence and data.

Continuous Innovation

We constantly refine our algorithms and risk models, incorporating new data sources and machine learning techniques to maintain our competitive edge.

Transparent Communication

Our investors receive detailed performance attribution, risk metrics, and strategy updates. Transparency builds trust and enables informed decision-making.

Risk-First Mindset

Capital preservation is paramount. Our risk management framework is designed to protect downside exposure and maintain discipline through all market conditions.

Our Culture & Values

The principles that drive everything we do at Castle Capital.

"Castle Capital was founded by two brothers who believed systematic, data-driven investing should be accessible to everyone — not just institutional funds."

— Our Founding Story
Precision

Every decision backed by data and rigorous analysis

Integrity

Complete transparency and alignment with our clients

Innovation

Continuously evolving our methods and technology

Ready to Learn More?

Connect with our team to discuss how Castle Capital's systematic approach can fit into your investment portfolio.

Schedule a Consultation