KASTEL CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2019

Total AUM

$193M

Discretionary

$150M

78% of AUM

Avg account

$729K

Accounts

265

Employees

Advisory reps

Firm details

Headquarters: WELLESLEY, Massachusetts
CRD number: 226520
Registered since: September 24, 2019
Website: www.kastelcapital.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI71.65%
Charitable Organizations22.22%
Individuals4.55%
Pension & Profit Sharing Plans1.58%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Kastel Capital Advisors, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2019 and focuses on serving individuals and families. The firm combines financial planning with discretionary portfolio management for individuals, small businesses and institutional/business clients, and offers pension consulting services. Its fee arrangements include asset-based charges as well as hourly and fixed fees. Kastel does not position itself as a capital allocator, and it is not an active ESG investor. Kastel lists an accountant among its industry affiliations, indicating use of external tax or accounting resources as part of its client service model. The adviser operates as a limited liability company and maintains a fairly concentrated client base rather than mass-market retail relationships.