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KASTEL CAPITAL ADVISORS, LLC

WELLESLEY, MA · CRD 226520 · IAPD ↗ · (888) 622-2285

$193.3MRegulatory AUM
3Advisory reps
3Employees
0Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
July 2026 — KASTEL CAPITAL ADVISORS, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.