AUMdb

Sea Hunter Capital Llc

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 287710 · SEC file 801-112273 · Palm Beach Gardens, FL · www.castleislandwealth.com
☆ Save with Pro ADV data as of Apr 20, 2026
Regulatory AUM
$117M
Discretionary
$83.5M
Clients
146
Avg AUM / client
$803K
Accounts
233
Employees
5

AUM over time

$0 $121M
Dec 2017 Dec 2025

Annual snapshots from Form ADV filings · as of Apr 20, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 112 $41.5M 35.4%
High net worth individuals 34 $75.7M 64.6%

People (4)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Kevin Michael Mccluskey Chief Compliance Officer/Managing Member Aug 2016 (10y) 75% or more
Jack Pulitzer Mccluskey Registered representative Feb 2025 (1y)
Alexia Mccluskey Registered representative May 2025 (1y)
William Thomas Urquhart Registered representative Jan 2026 (1y)

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 04/20/2026 987 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Hourly charges

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other services

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 20, 2026.

View current Form ADV (SEC/IAPD) ↗