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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-29-2015
- Office Locations
- 2
Office Locations
About Kastel Capital Advisors, LLC
Kastel Capital Advisors is a Wellesley, MA RIA providing financial planning and ongoing wealth stewardship for individuals and families, alongside institutional asset management for mission-driven organizations. Portfolios emphasize asset allocation across public funds, ETFs and fixed income, with capabilities including tax and estate planning and socially responsible investing. Works on major custodial platforms such as Schwab and Fidelity.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DRASKO "NMN" KOVRLIJA
Chief Compliance Officer, President
- CRD
- #5609454
- Ownership
- 75% or more
MATTHEW VASSAR PIERCE
Managing Partner
- CRD
- #4726664
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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WILLIAM BLAIR REEVE
Advisor
- CRD
- #2670154
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $150,209,164 | $633,794 |
| Non-Discretionary | $43,073,744 | $1,538,348 |
| Total | $193,282,908 | $729,369 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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