KASTEL CAPITAL ADVISORS, LLC

CRD 226520File 801-117355

APPROVED

Retail clients

Filing as of Jun 1, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$193.3M

Below cohort median (national)

Discretionary AUM

$150.2M

Non-discretionary $43.1M

Clients

265 accounts

Employees

Bottom 25% of cohort in MA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Sep 24, 2019
Principal office: 40 GROVE STREET, SUITE 190, WELLESLEY, MA, 02482
Phone: (888) 622-2285
Website: HTTPS://TWITTER.COM/KASTELCAPITAL

Assets & accounts

ADV Item 5F

Total regulatory AUM: $193.3M
Discretionary AUM: $150.2M
Non-discretionary AUM: $43.1M
Discretionary accounts: 237
Non-discretionary accounts: 28
Total accounts: 265
AUM per client: $2.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$42.9M
High net worth individuals	54	$138.5M
Pension and profit sharing plans	Fewer than 5	$3.1M
Individuals (other than high net worth individuals)	13	$8.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.