This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CASTLESTONE MANAGEMENT LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 1, 1996earliest registration or exam on IAPD

Years in industry

29derivedfrom the industry start date

Years at current firm

7derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S63

First exam

Feb 10, 1998

First registration

Oct 27, 2016

Dual registered

no

IAPD individual key

2340888

• Occurred

  Dec 11, 2025
  Advisor departed, no destination yet

  Angus Stewart Douglas Murray no longer registered at Asset Allocation & Research Llc; no later IA registration on IAPD

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5ec549e9-e60c-6cd2-b4ed-a3f9a795fa6a

First observed

Oct 27, 2016

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.