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Robert E. Emrich

CASTLEVIEW PARTNERS
Austin, TX 78737
Some features on this profile are disabled
CRD#: 4208445
RE

Professional summary

Robert E Emrich III, who also goes by Rob Emrich, is a registered financial advisor currently at CASTLEVIEW PARTNERS, LLC located in Austin, Texas and ACRUENCE CAPITAL, LLC located in Dallas, Texas.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Robert has worked at 14 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Rob Emrich

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert E Emrich III'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®
None

Experience

Current

June 12, 2017 - Present

CASTLEVIEW PARTNERS, LLC

Office #1: 110 Monach Lane, Austin, TX 78737
RIA
CRD#: 281410
Austin, TX
Current

May 14, 2020 - Present

ACRUENCE CAPITAL, LLC

Office #1: 8111 Preston Rd. Suite 500, Dallas, TX 75225-6339
RIA
CRD#: 305482
Dallas, TX
Past

May 12, 2020 - July 20, 2022

LAKE POINT WEALTH MANAGEMENT, LLC

RIA
CRD#: 170398
HEATH, TX
Past

December 22, 2014 - June 20, 2017

MANNING & NAPIER INVESTOR SERVICES, INC.

BD
CRD#: 26266
FAIRPORT, NY
Past

November 14, 2014 - June 20, 2017

MANNING & NAPIER ADVISORS, LLC

RIA
CRD#: 105992
Austin, TX
Past

July 8, 2014 - October 21, 2014

SENSUS WEALTH MANAGEMENT GROUP LLC

RIA
CRD#: 153357
SAN ANTONIO, TX
Past

November 7, 2008 - February 4, 2011

JANUS HENDERSON DISTRIBUTORS US LLC

BD
CRD#: 28832
DENVER, CO
Past

April 21, 2006 - October 13, 2008

ALLIANCEBERNSTEIN INVESTMENTS, INC.

BD
CRD#: 14549
NASHVILLE, TN
Past

April 17, 2006 - October 13, 2008

ALLIANCEBERNSTEIN L.P.

RIA
CRD#: 108477
AUSTIN, TX
Past

March 8, 2004 - April 10, 2006

LORD, ABBETT & CO. LLC

RIA
CRD#: 110391
JERSEY CITY, NJ
Past

February 10, 2004 - April 10, 2006

LORD ABBETT DISTRIBUTOR LLC

BD
CRD#: 530
JERSEY CITY, NJ
Past

July 21, 2003 - January 30, 2004

CITICORP INVESTMENT SERVICES

RIA
CRD#: 23988
GAITHERSBURG, MD
Past

June 2, 2003 - January 30, 2004

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LONG ISLAND CITY, NY
Past

September 30, 2002 - June 4, 2003

TRIAD ADVISORS LLC

RIA
CRD#: 25803
FREDERICK, MD
Past

September 17, 2002 - June 4, 2003

TRIAD ADVISORS LLC

BD
CRD#: 25803
ATLANTA, GA
Past

July 17, 2001 - September 9, 2002

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LONG ISLAND CITY, NY
Past

September 28, 2000 - May 11, 2001

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

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
Texas
(6/12/2017)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/17/2000
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/20/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 10/19/2000
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 9/27/2000
General Securities Representative 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 (5 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#: 281410Austin, TX 78737

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