Kody C. Followwill

CASTLEVIEW PARTNERS

Planoi, TX 75074

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CRD#: 7216178

Professional summary

Kody Carl Followwill, who also goes by Kody Carl Followill, Kody Followill, Kody Followwill, is a registered financial advisor currently at CASTLEVIEW PARTNERS, LLC located in Planoi, Texas.

Kody is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Kody has worked at 6 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kody Carl Followill | Kody Followill | Kody Followwill

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.) Compass Retirement; Yes Investment Related; 1000 Texan Trail Suite 213, Grapevine TX 76051; Insurance Sales; Wealth Manager; Start Date 05/2022; Approx. 160 hours a month; Approx. 130 hours during trading; Insurance sales and services. 2.) NewEdge Advisors, LLC - DBA Libertas Financial Partners (RIA) - Investment Related - Investment Advisor - Start: 07/2023 - at reported business location.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kody Carl Followwill'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 2, 2025 - Present

CASTLEVIEW PARTNERS, LLC

Office #1: 101 E. Park Blvd, Suite 975, Planoi, TX 75074

RIA

CRD#: 281410

Planoi, TX

Past

July 19, 2023 - May 2, 2025

NEWEDGE ADVISORS

RIA

CRD#: 171351

Plano, TX

Past

May 30, 2023 - July 21, 2023

FOUNDATIONS INVESTMENT ADVISORS LLC

RIA

CRD#: 175083

Grapevine, TX

Past

May 20, 2022 - May 16, 2023

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

Grapevine, TX

Past

January 11, 2022 - May 16, 2022

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 147363

Rockwall, TX

Past

July 28, 2020 - May 16, 2022

LAKE POINT WEALTH MANAGEMENT, LLC

RIA

CRD#: 170398

HEATH, TX

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".

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
(6/2/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/28/2020

Uniform Investment Adviser Law Examination

Current Firm

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

SEC notice filing (8 States and Territories)

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 Accounts	1,133
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.

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Kody C. Followwill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kody Carl Followwill's CRS (Customer Relationship Summary).

Certified licenses

Experience

CASTLEVIEW PARTNERS, LLC

NEWEDGE ADVISORS

FOUNDATIONS INVESTMENT ADVISORS LLC

AE WEALTH MANAGEMENT, LLC

MERCER GLOBAL ADVISORS INC.

LAKE POINT WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

CASTLEVIEW PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/28/2020

Current Firm

CASTLEVIEW PARTNERS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CASTLEVIEW PARTNERS, LLC

TRUST BUT VERIFY

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