A complete list of active advisors currently associated with Kastel Capital Advisors, LLC

Warmer can help you find a great advisor at Kastel Capital Advisors, LLC or one who fits your needs even better.

Kastel Capital Advisors provides investment advice and wealth management to individuals (including high‑net‑worth clients), business retirement plans, and institutional clients such as endowments and foundations. The firm’s services include portfolio management, financial planning, institutional asset management, and facilitated estate planning through a third‑party platform (Wealth, Inc.), with tax planning added to its service menu in February 2026. Kastel creates a written Investment Policy Statement for each client and generally manages accounts on a discretionary basis, emphasizing long‑term investing with selective short‑term trading and using fundamental, technical, and quantitative analysis. The firm limits its recommendations primarily to mutual funds, ETFs, equities, fixed income, REITs and certain non‑U.S. securities, and documents fiduciary practices and procedures intended to seek best execution. A distinctive feature is the firm’s affiliation with an accounting practice, an uncommon arrangement for peers, which coincides with its recent expansion into tax planning and may support integrated tax‑related advice. Kastel operates with a small advisory team managing roughly $193 million in client assets and 67 client relationships, combining a boutique advisor scale with offerings that include both individual and institutional solutions.

To learn more about the advisors currently working at Kastel Capital Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.