Marc Castellani
Board of Directors - Chair at Aspiriant
Investment adviser representative in Los Angeles, CA
From the SEC’s public record of this individual, checked on 17 September 2026.
Marc Castellani is a board of directors - chair of Aspiriant, LLC, a Los Angeles-based SEC-registered investment adviser managing $18.05B. Marc has been registered through the firm since 26 October 2015, with 12 years in the industry across 2 firms, holds adviser registrations in California.
Counts are from the SEC record as checked on 17 September 2026. Years are measured to that date.
Role at Aspiriant#
- Title on Schedule A
- Board of Directors - Chair
- Control
- Schedule A reports Marc Castellani as a control person.
- Ownership
- Schedule A reports an under-5% ownership band.
- Tenure
- Schedule A reports this title since January 2025.
The firm
Aspiriant, LLC$18.05B regulatory AUM · 105 advisory staff · 74 officesFirm profileTitle and ownership as reported on Schedules A and B of the firm's Form ADV. Ownership percentages are the SEC's reporting bands, not exact figures. View Schedule A in the filing
Career on record#
- ASPIRIANT, LLC26 October 2015 to presentLos Angeles, CA · 11 years · adviser representative only · firm CRD 146720
- MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED11 October 2010 to 22 June 2012, · 2 years · adviser representative only · firm CRD 7691
Investment-adviser employment history in the IAPD record, newest first. The experience figure uses IAPD's calculation date of 11 February 2014, which may differ from the earliest registration below. View the IAPD record
Registrations and exams#
| State | Scope | Status | Since |
|---|---|---|---|
| California | Investment adviser representative | Approved | 26 October 2015 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 1 October 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 July 2004 |
| SIE | Securities Industry Essentials Examination | 18 February 2015 |
| Series 7 | General Securities Representative Examination | 20 September 1997 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
State adviser registrations currently approved, and the qualifying examinations on record. View the IAPD record
Regulatory record#
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one.
Where to check this individual's complete record, including any disciplinary history. View the IAPD record
Background#
The firm’s Schedule A lists Marc Castellani as Board of Directors - Chair. Form ADV Part 1A, Schedule A
Background statements are attributed to the named source. Firm biographies are not regulatory records.
Common questions#
What is Marc Castellani’s filed role?
The firm’s Form ADV Schedule A lists Marc Castellani as Board of Directors - Chair, with the title acquired in January 2025.
Source: Form ADV Part 1A, Schedule A
Answered from the records above.
Leadership at Aspiriant#
Robert Joseph FrancaisChief Executive Officer, Board of DirectorsCRD 4604851
John David AllenChief Investment OfficerCRD 4051640
Summer Ann HammonsChief People OfficerCRD 6949757
Sandra Leigh BragarChief Client OfficerCRD 4533687
Ryan Paul BensonBoard of DirectorsCRD 6718865
Lynne BornChief Practice OfficerCRD 7236641
Shanda Susan GentryChief Compliance OfficerCRD 2183318- Michael Christopher LavalleGeneral CounselCRD 7713697
- Alec ManoukianChief Technology OfficerCRD 7893759
Young S KimChief Client Service Operations OfficerCRD 5306274
Helen Ann DietzBoard of DirectorsCRD 1268071- Andrew PuttermanIndependent Board of DirectorCRD 3122891
- Jeanette Lee GorgasIndependent Board of DirectorCRD 2822174
Gavin Paul NeilBoard of DirectorsCRD 6163690
The other officers and owners named on the firm's Schedule A.
Sources
- IAPD individual record, CRD 2937879. Employment history, registrations and examinations.
- Form ADV Part 1A, Schedules A and B of Aspiriant, LLC, filed 21 August 2026. Title, control and ownership bands.
Retrieved 17 September 2026. The SEC record may have been amended since.
Report a correctionThis profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Simple Money is not affiliated with Marc Castellani or Aspiriant, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.
Simple Money Advisors LLC is a California-registered investment adviser. This page is not investment, tax, or legal advice and is not an offer of advisory services. Verify this individual's current record at adviserinfo.sec.gov and the firm's at its IAPD record before engaging an adviser. The portrait is reproduced from the firm’s website for identification.