Kastel Capital Advisors, LLC
Kastel Capital Advisors, LLC is an SEC-registered ria in Wellesley, MA with $193.3M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Kastel Capital Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 226520, SEC 801-117355, data through 2026-06-01.
- AUM (assets under management / regulatory AUM)
- $193.3M (2026-06-01)
- Firm type
- Ria
- Location
- Wellesley, MA
- Employees
- 3
- Clients
- 67
- CRD
- 226520
- Ownership
- KOVRLIJA, DRASKO, "NMN"; PIERCE, MATTHEW, VASSAR
How much AUM does Kastel Capital Advisors, LLC have?
Kastel Capital Advisors, LLC reported $193.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-01).
Who owns Kastel Capital Advisors, LLC?
Disclosed owners and executives of Kastel Capital Advisors, LLC include KOVRLIJA, DRASKO, "NMN", PIERCE, MATTHEW, VASSAR. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.