KASTEL CAPITAL ADVISORS, LLC
CRD #226520 SEC #801-117355 WELLESLEY, MA (888) 622-2285
SEC Registered
Total AUM
$164.6M
Discretionary
$127.6M
Employees
3
Clients
51
Accounts
245
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $164.6M | $127.6M | $37M | 3 | 0 |
| May 2025 | $164.6M | $127.6M | $37M | 3 | 0 |
| Aug 2024 | $137.9M | $107.3M | $30.6M | 3 | 0 |
| Apr 2024 | $137.9M | $107.3M | $30.6M | 3 | 0 |
| Feb 2024 | $137.9M | $107.3M | $30.6M | 3 | 0 |
| Oct 2023 | $114.1M | $82.4M | $31.7M | 3 | 0 |
| Aug 2023 | $114.1M | $82.4M | $31.7M | 3 | 0 |
| Mar 2023 | $114.1M | $82.4M | $31.7M | 3 | 0 |
| Mar 2023 | $114.1M | $82.4M | $31.7M | 3 | 0 |
| Apr 2022 | $118.3M | $83.3M | $35M | 3 | 0 |
| Feb 2022 | $118.3M | $83.3M | $35M | 3 | 0 |
| Oct 2021 | $106.3M | $70.2M | $36.1M | 4 | 0 |
| Mar 2021 | $106.3M | $70.2M | $36.1M | 4 | 0 |
| Dec 2020 | $165.1M | $149.9M | $15.2M | 5 | 0 |
| Oct 2020 | $165.1M | $149.9M | $15.2M | 7 | 0 |
| Sep 2020 | $165.1M | $149.9M | $15.2M | 7 | 0 |
| Jun 2020 | $165.1M | $149.9M | $15.2M | 7 | 0 |
| May 2020 | $165.1M | $149.9M | $15.2M | 7 | 0 |
| Jan 2020 | $165.1M | $149.9M | $15.2M | 5 | 0 |
| Jan 2020 | $115.4M | $96.2M | $19.2M | 3 | 0 |
| Dec 2019 | $115.4M | $96.2M | $19.2M | 3 | 0 |
| Dec 2019 | $115.4M | $96.2M | $19.2M | 4 | 0 |
| Oct 2019 | $115.4M | $96.2M | $19.2M | 5 | 0 |
| Oct 2019 | $115.4M | $96.2M | $19.2M | 5 | 0 |
| Oct 2019 | $115.4M | $96.2M | $19.2M | 5 | 0 |
| Oct 2019 | $115.4M | $96.2M | $19.2M | 4 | 0 |
| Oct 2019 | $115.4M | $96.2M | $19.2M | 4 | 0 |
| Aug 2019 | $115.4M | $96.2M | $19.2M | 4 | 0 |
| Aug 2019 | $115.4M | $96.2M | $19.2M | 4 | 0 |
DateNov 2025
Total AUM$164.6M
Discretionary$127.6M
Non-Disc.$37M
Employees3
Clients0
DateMay 2025
Total AUM$164.6M
Discretionary$127.6M
Non-Disc.$37M
Employees3
Clients0
DateAug 2024
Total AUM$137.9M
Discretionary$107.3M
Non-Disc.$30.6M
Employees3
Clients0
DateApr 2024
Total AUM$137.9M
Discretionary$107.3M
Non-Disc.$30.6M
Employees3
Clients0
DateFeb 2024
Total AUM$137.9M
Discretionary$107.3M
Non-Disc.$30.6M
Employees3
Clients0
DateOct 2023
Total AUM$114.1M
Discretionary$82.4M
Non-Disc.$31.7M
Employees3
Clients0
DateAug 2023
Total AUM$114.1M
Discretionary$82.4M
Non-Disc.$31.7M
Employees3
Clients0
DateMar 2023
Total AUM$114.1M
Discretionary$82.4M
Non-Disc.$31.7M
Employees3
Clients0
DateMar 2023
Total AUM$114.1M
Discretionary$82.4M
Non-Disc.$31.7M
Employees3
Clients0
DateApr 2022
Total AUM$118.3M
Discretionary$83.3M
Non-Disc.$35M
Employees3
Clients0
DateFeb 2022
Total AUM$118.3M
Discretionary$83.3M
Non-Disc.$35M
Employees3
Clients0
DateOct 2021
Total AUM$106.3M
Discretionary$70.2M
Non-Disc.$36.1M
Employees4
Clients0
DateMar 2021
Total AUM$106.3M
Discretionary$70.2M
Non-Disc.$36.1M
Employees4
Clients0
DateDec 2020
Total AUM$165.1M
Discretionary$149.9M
Non-Disc.$15.2M
Employees5
Clients0
DateOct 2020
Total AUM$165.1M
Discretionary$149.9M
Non-Disc.$15.2M
Employees7
Clients0
DateSep 2020
Total AUM$165.1M
Discretionary$149.9M
Non-Disc.$15.2M
Employees7
Clients0
DateJun 2020
Total AUM$165.1M
Discretionary$149.9M
Non-Disc.$15.2M
Employees7
Clients0
DateMay 2020
Total AUM$165.1M
Discretionary$149.9M
Non-Disc.$15.2M
Employees7
Clients0
DateJan 2020
Total AUM$165.1M
Discretionary$149.9M
Non-Disc.$15.2M
Employees5
Clients0
DateJan 2020
Total AUM$115.4M
Discretionary$96.2M
Non-Disc.$19.2M
Employees3
Clients0
DateDec 2019
Total AUM$115.4M
Discretionary$96.2M
Non-Disc.$19.2M
Employees3
Clients0
DateDec 2019
Total AUM$115.4M
Discretionary$96.2M
Non-Disc.$19.2M
Employees4
Clients0
DateOct 2019
Total AUM$115.4M
Discretionary$96.2M
Non-Disc.$19.2M
Employees5
Clients0
DateOct 2019
Total AUM$115.4M
Discretionary$96.2M
Non-Disc.$19.2M
Employees5
Clients0
DateOct 2019
Total AUM$115.4M
Discretionary$96.2M
Non-Disc.$19.2M
Employees5
Clients0
DateOct 2019
Total AUM$115.4M
Discretionary$96.2M
Non-Disc.$19.2M
Employees4
Clients0
DateOct 2019
Total AUM$115.4M
Discretionary$96.2M
Non-Disc.$19.2M
Employees4
Clients0
DateAug 2019
Total AUM$115.4M
Discretionary$96.2M
Non-Disc.$19.2M
Employees4
Clients0
DateAug 2019
Total AUM$115.4M
Discretionary$96.2M
Non-Disc.$19.2M
Employees4
Clients0