WELLESLEY, MACRD 226520Latest ADV February 25, 2026
Kastel Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wellesley, MA. Its latest Form ADV filing, dated February 25, 2026, reports $193M in regulatory assets under management, 3 employees, and 265 accounts.
Assets Under Management
$193M
Employees
3
Offices
--
Total Clients
67
Primary office
WELLESLEY, MA
40 GROVE STREET, SUITE 190, WELLESLEY, MA, United States
Top client segmentHNWI represent 80.6% of total clients.
Top client categories% of clientsClients
1
HNWI
80.6%
54
2
Individuals
19.4%
13
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$193Mas of February 25, 2026
Discretionary77.7%
$150M
78% of total RAUM77.7%
Non-discretionary22.3%
$43M
22% of total RAUM22.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$193M
Total Accounts265
10Y AUM Change+$78M (+67.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee22:1
10Y Employee Change-1 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.