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KASTEL CAPITAL ADVISORS, LLC

CRD 226520 · SEC 801-117355

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40 GROVE STREET, SUITE 190, WELLESLEY, MA, 02482, United States

Phone

(888) 622-2285

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$193.3M

Discretionary AUM

$150.2M

Team

3 total employees; 3 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-01

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting

Client types

TypeClientsAUM
Individuals13$8.8M
High net worth individuals54$138.5M

States served

MA, NH

All web addresses on file

Official SEC filing: View on IAPD