Kastel Capital Advisors, Llc
- Regulatory AUM
- $193M
- Discretionary
- $150M
- Clients
- 67
- Avg AUM / client
- $2.9M
- Accounts
- 265
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 13 | $8.8M | 4.55% |
| High net worth individuals | 54 | $138M | 71.7% |
| Pension and profit sharing plans | Fewer than 5 clients | $3.1M | 1.58% |
| Charitable organizations | Fewer than 5 clients | $42.9M | 22.2% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Drasko "Nmn" Kovrlija | President & Chief Compliance Officer | Apr 2015 (11y) | 75% or more | |
| Matthew Vassar Pierce | Shareholder | Personal Financial Specialist | Apr 2020 (6y) | 10% – 25% |
| William Blair Reeve | Registered representative | CFP CFA | Apr 2020 (6y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/01/2026 | 902 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Fidelity Brokerage Services $137M (71% of AUM) Jun 2026
- Charles Schwab & Co. $54.3M (28% of AUM) Jun 2026
- The Vanguard Group, Inc. $24.8M (22% of AUM) Oct 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 01, 2026.
View current Form ADV (SEC/IAPD) ↗