Overview
Assets Under Management: $165 million
Headquarters: WELLESLEY, MA
High-Net-Worth Clients: 53
Average Client Assets: $2 million
Frequently Asked Questions
KASTEL CAPITAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #226520), KASTEL CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
KASTEL CAPITAL ADVISORS, LLC is headquartered in WELLESLEY, MA.
KASTEL CAPITAL ADVISORS, LLC serves 53 high-net-worth clients according to their SEC filing dated November 04, 2025. View client details ↓
According to their SEC Form ADV, KASTEL CAPITAL ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
KASTEL CAPITAL ADVISORS, LLC manages $165 million in client assets according to their SEC filing dated November 04, 2025.
According to their SEC Form ADV, KASTEL CAPITAL ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.71
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 245
Discretionary Accounts: 227
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 226520
Filing ID: 2025537
Last Filing Date: 2025-11-04 11:50:23
Website: 0