Broker Check


Form ADV Part 3: Client Relationship Summary

There are no warranties implied.

Kastel Capital Advisors, LLC (“KCAL”) is a registered investment advisor located in Wellesley, Massachusetts. KCAL may only transact business in those states in which it is notice filed or qualifies for an exemption. KCAL’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of KCAL’s web site on the Internet should not be construed by any consumer and/or prospective client as KCAL’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by KCAL with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of KCAL, please contact the state securities regulators for those states in which KCAL maintains a registration filing. A copy of KCAL’s current written disclosure statement discussing KCAL’s business operations, services, and fees is available at the SEC’s investment adviser public information website – or from KCAL upon written request. KCAL does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to KCAL’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Investopedia 100 Disclosures

Investopedia 100 is an annual ranking of influential financial advisors based on social, digital and event clout. Powered by a team of PhD data scientists and financial experts, Investopedia analyzed financial advisors based on their presence on social media platforms, traditional media outlets and blogs as well as their marketing efforts to rank 100 financial advisors.

Mr. Kovrlija received this recognition in 2017. The recognition was completely unsolicited and Mr. Kovrlija did not compensate Investopedia directly or indirectly.

Wealth / RIA Edge Fastest Growing RIA Disclosures -- December 2021

The RIA Edge Rankings of the industry’s fastest growing firms by state recognizes those firms that have experienced the largest increases in assets and clients since 2017 in their respective states. The firms included in the regional rankings are RIAs with a concentration in financial planning and an emphasis on advising high-net-worth clientele.

Kastel Capital Advisors, LLC received the recognition of being #1 fastest growing RIA in the state of Massachusetts in November of 2021. The recognition was completely unsolicited and Kastel Capital Advisors, LLC did not compensate Wealth / RIA Edge directly or indirectly.