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CASTELLAN GROUP LLC

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Company Details

Name: CASTELLAN GROUP LLC
Legal type: Foreign Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 01 Nov 2018 (7 years ago)
Organization Date: 09 Oct 2018 (7 years ago)
Authority Date: 01 Nov 2018 (7 years ago)
Last Annual Report: 03 Jun 2024 (a year ago)
Organization Number: 1038033
Industry: Holding and other Investment Offices
Number of Employees: Small (0-19)
ZIP code: 40253
City: Louisville, Middletown
Primary County: Jefferson County
Principal Office: P.O. Box 43847, LOUISVILLE, KY 40253
Place of Formation: DELAWARE

Manager

Name Role
Barry C. Brauch Manager
Barry Brauch Manager

Authorized Rep

Name Role
Shannon Bradbury Authorized Rep

Registered Agent

Name Role
Barry Brauch Registered Agent
SHANNON BRADBURY Registered Agent

Form 5500 Series

Employer Identification Number (EIN):
832359191
Plan Year:
2023
Number Of Participants:
7
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
6
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
4
Sponsors Telephone Number:

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 1307803 Agent - Life Inactive 2023-10-30 - 2025-03-31 2025-03-31 -
Department of Insurance DOI ID 1307803 Agent - Health Inactive 2023-10-30 - 2025-03-31 2025-03-31 -

Filings

Name File Date
Annual Report 2024-06-03
Registered Agent name/address change 2024-06-03
Principal Office Address Change 2024-06-03
Annual Report 2023-03-20
Annual Report 2022-03-16

Trademarks

Serial Number:
88731274
Mark:
VOLPAR
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2019-12-18
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
VOLPAR

Goods And Services

For:
investment management services; investment advisory services
First Use:
2020-05-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
88731271
Mark:
CASTELLAN FAMILY OFFICE
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2019-12-18
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
CASTELLAN FAMILY OFFICE

Goods And Services

For:
financial management services; investment management services; investment advisory services; financial investment services in the fields of stocks, mutual funds, real estate and commodities; family office financial services in the nature of financial performance reporting, investment policy developm...
First Use:
2018-08-20
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
88731267
Mark:
CASTELLAN
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2019-12-18
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
CASTELLAN

Goods And Services

For:
financial management services; investment management services; investment advisory services; financial investment services in the fields of stocks, mutual funds, real estate and commodities; family office financial services in the nature of financial performance reporting, investment policy developm...
First Use:
2018-08-20
International Classes:
036 - Primary Class
Class Status:
ACTIVE

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Sources: Kentucky Secretary of State