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DG

Douglas W. Gill

CASTLEVIEW PARTNERS
DALLAS, TX 75244
Some features on this profile are disabled
CRD#: 2129646
DG

Professional summary

Douglas Wayne Gill, CFP® is a registered financial advisor currently at CASTLEVIEW PARTNERS, LLC located in Dallas, Texas.

Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Douglas has worked at 12 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) DBA - Castleview Partners, LLC - 8111 Preston Road, Suite 575, Dallas, TX 75225; SEC Registered Investment Advisor; Investment Related; CEO/CCO; Administer the company, advise clients, member if investment committee; 77% of time spent 2) Gill Capital Management, Inc. - 8111 Preston Road, Suite 575, Dallas, TX 75225; Holding company for investments in real estate and private equity, including 90% ownership of Castleview Partners, LLC. Also, trading in public securities; Investment related; President/Sole Shareholder; Make investment decisions, making trading decisions, administer company; 17% of time spent 3) Insurance Agent - 8111 Preston Road, Suite 575, Dallas, TX 75225; Independent insurance agent; Investment related; Agent; Represent insurance products to clients; 5% of time spent 4) Board of Director, Rotary Club of Park Cities Foundation - 6704 Snider Plaza, Dallas, TX 75205; Foundation makes grants to charities; Not Investment Related; Review grant requests, decide on recipients of grants, no investment involvement and no client involvement; 1% of time spent 5) Northridge Presbyterian Church - 6920 Bob-o-Link, Dallas, TX 75214; Participate in lay leadership as the chairman of a committee; Non-investment related; Chair; Lead a committee; 1% of time spent

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas Wayne Gill's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Current

October 5, 2015 - Present

CASTLEVIEW PARTNERS, LLC

Office #1: 4851 Lbj Freeway Suite 850, Dallas, TX 75244
RIA
CRD#: 281410
DALLAS, TX
Past

February 16, 2016 - December 31, 2016

KOVACK SECURITIES INC.

BD
CRD#: 44848
Dallas, TX
Past

February 28, 2014 - February 1, 2016

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Dallas, TX
Past

May 26, 2003 - December 31, 2015

FORTITUDE ADVISORY GROUP L.L.C.

RIA
CRD#: 116083
DALLAS, TX
Past

May 21, 2003 - October 14, 2015

SUMMIT ADVISOR SOLUTIONS

RIA
CRD#: 118581
DALLAS, TX
Past

May 16, 2003 - December 31, 2003

GILL CAPITAL MANAGEMENT INC

RIA
CRD#: 109966
DALLAS, TX
Past

January 4, 2002 - February 28, 2014

ARGENTUS SECURITIES, LLC

BD
CRD#: 45915
DALLAS, TX
Past

April 24, 2000 - March 5, 2001

WFG INVESTMENTS, INC.

BD
CRD#: 22704
DALLAS, TX
Past

October 31, 1991 - May 5, 2000

MOMENTUM INDEPENDENT NETWORK INC.

BD
CRD#: 17587
DALLAS, TX
Past

May 10, 1991 - December 21, 1991

DOMINION INVESTOR SERVICES, INC.

BD
CRD#: 21548
MARBLE FALLS, TX
Past

March 7, 1991 - April 10, 1991

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

March 7, 1991 - April 10, 1991

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CP
CASTLEVIEW PARTNERS, LLC
AIALPHA TAMP SERVICES | FUSE PARTNERS | CASTLEVIEW PARTNERS, LLC D/B/A AIALPHA TAMP SERVICES | CASTLEVIEW PARTNERS, LLC

CRD#: 281410 / SEC#: 801-106652

RIA
Registered Investment Advisory firm - (9/11/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(10/27/2015)
IAR
Texas
(10/5/2015)

Exams

State Security Law Exam
RR
Series 63
Date: 3/13/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/31/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/6/1991
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/24/2000
General Securities Principal Examination

Current Firm

CP
CASTLEVIEW PARTNERS, LLC
AIALPHA TAMP SERVICES | FUSE PARTNERS | CASTLEVIEW PARTNERS, LLC D/B/A AIALPHA TAMP SERVICES | CASTLEVIEW PARTNERS, LLC

CRD#: 281410 / SEC#: 801-106652

RIA
Registered Investment Advisory firm - (9/11/2015 Approved)
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Contact information

Main Address
4851 Lbj Freeway Suite 850, Dallas, TX 75244
Mailing Address
Phone number
(214) 710-1995
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CASTLEVIEW FORM ADV, PART II UPDATED FOR ADDRESS CHANGE (9/29/2025)
CASTLEVIEW PARTNERS ADV PART 2A FY 2024-25 (3/28/2025)

Regulatory assets under management

Total Number of Accounts1,133
AUM (Assets Under Management)$ 331,233,271

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CASTLEVIEW PARTNERS, LLC

CRD#: 281410Dallas, TX 75244

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