{"url":"https://nivawealth.com/firms/kastel-capital-advisors-226520","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/226520","regulatoryAum":193282908,"crd":"226520","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5609454","suffix":null,"lastName":"KOVRLIJA","firstName":"DRASKO","middleName":"\"NMN\""},{"crd":"4726664","suffix":null,"lastName":"PIERCE","firstName":"MATTHEW","middleName":"VASSAR"},{"crd":"2670154","suffix":null,"lastName":"REEVE","firstName":"WILLIAM","middleName":"BLAIR"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-05","regulatoryAum":106300458,"clients":55,"employees":4,"offices":1},{"filedOn":"2022-04-27","regulatoryAum":118262000,"clients":54,"employees":3,"offices":1},{"filedOn":"2023-03-28","regulatoryAum":114065592,"clients":59,"employees":3,"offices":1},{"filedOn":"2024-04-30","regulatoryAum":137920616,"clients":66,"employees":3,"offices":1},{"filedOn":"2025-05-09","regulatoryAum":164571865,"clients":70,"employees":3,"offices":1},{"filedOn":"2026-06-01","regulatoryAum":193282908,"clients":67,"employees":3,"offices":1}],"secFileNumber":"801-117355","legalName":"Kastel 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They include 54 high-net-worth individuals and 13 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 1 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Kastel Capital Advisors offer?","answer":"Kastel Capital Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Kastel Capital Advisors charge?","answer":"Kastel Capital Advisors charges 0.60%–1.00% a year for its Asset-Based Fees for Wealth Management Services. The fee is billed in arrears and is negotiable.","source":"ADV PART 2A-KASTEL CAPITAL ADVISORS, LLC, filed 25 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Kastel Capital Advisors use?","answer":"Kastel Capital Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $137M and Charles Schwab & Co., Inc. (San Francisco, CA), with $54.3M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Kastel Capital Advisors have?","answer":"Kastel Capital Advisors has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Kastel Capital Advisors invest in?","answer":"At the end of its last fiscal year, Kastel Capital Advisors’ separately managed accounts held 90% exchange-traded equities, 5% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents and 2% non-exchange-traded equities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Kastel Capital Advisors?","answer":"Kastel Capital Advisors’ direct owners are Drasko Kovrlija (75% or more) and Matthew Pierce (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 1 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Kastel Capital Advisors get paid?","answer":"Kastel Capital Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}