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RIA / WealthAdvisorCertified Financial Planner22 years in industry

Antonio Felipe Castillo

Advisor at GOODMAN FINANCIAL CORPORATION

Houston, TX

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Search this name across graphsid dfx:ria:f9f3a2d4-453a-9eef-d477-53239eba9ec8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Mar 26, 2021 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GOODMAN FINANCIAL CORPORATION
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: Mar 3, 2021
First registration: Mar 26, 2021
Dual registered: no
IAPD individual key: 7354907

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GOODMAN FINANCIAL CORPORATION	Independent wealth	Feb 15, 2023	n/a	yes	Houston, TX	Current employment
RWM CAPITAL, LLC	Independent wealth	Mar 1, 2022	Feb 3, 2023	no	SUGAR LAND, TX	Previous registration
BELLAIRE CAPITAL MANAGEMENT, LLC	State registered	Aug 10, 2021	Jan 18, 2022	no	BELLAIRE, TX\|Houston, TX	Previous registration
CGN ADVISORS, LLC	Independent wealth	Mar 26, 2021	Aug 5, 2021	no	Houston, TX\|MANHATTAN, KS	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RWM CAPITAL, LLC	GOODMAN FINANCIAL CORPORATION	Feb 3, 2023	Feb 15, 2023	12	Firm change	RIA to RIA
BELLAIRE CAPITAL MANAGEMENT, LLC	RWM CAPITAL, LLC	Jan 18, 2022	Mar 1, 2022	42	Firm change	Other
CGN ADVISORS, LLC	BELLAIRE CAPITAL MANAGEMENT, LLC	Aug 5, 2021	Aug 10, 2021	5	Firm change	RIA to state RIA

Relationships

Registered with (4)

→ GOODMAN FINANCIAL CORPORATIONRegistered adviserregistration: current employment
Feb 15, 2023 to presentfactForm ADV
→ RWM CAPITAL, LLCRegistered adviserregistration: previous registration
Mar 1, 2022 to Feb 3, 2023factForm ADV
→ BELLAIRE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 10, 2021 to Jan 18, 2022factForm ADV
→ CGN ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 26, 2021 to Aug 5, 2021factForm ADV

Dated events

Occurred
Feb 3, 2023
Advisor changed firm
Antonio Felipe Castillo left Rwm Capital, Llc for Goodman Financial Corporation (registered 2023-02-15)
Form ADVobserved 5 days ago
Occurred
Jan 18, 2022
Advisor changed firm
Antonio Felipe Castillo left Bellaire Capital Management, Llc for Rwm Capital, Llc (registered 2022-03-01)
Form ADVobserved 5 days ago