Drasko Kovrlija
Kastel Capital · Wellesley, Massachusetts
Drasko Kovrlija is a fee-only financial advisor at Kastel Capital in Wellesley, Massachusetts. Drasko focuses on estate & legacy planning and tax planning. Kastel Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Kastel Capital |
|---|---|
| Based in | Wellesley, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $193.3M across 265 accounts |
| SEC registration | Investment adviser representative in MA · CRD 5609454 |
| Exams passed | Series 63 (2008) · Series 65 (2015) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.kastelcapital.com |
| Profile |
How Drasko's firm compares
- Kastel Capital's average account is about $729,000, from its Form ADV (assets managed divided by 265 accounts).
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Questions about Drasko
Is Drasko Kovrlija a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Drasko holds no broker registration, and Kastel Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Drasko charge for financial advice?
Drasko's firm, Kastel Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Drasko Kovrlija based?
Drasko Kovrlija is based in Wellesley, Massachusetts.
What does Drasko specialize in?
Drasko's specialties include estate & legacy planning and tax planning.
Is Drasko Kovrlija registered with the SEC?
Yes. Drasko Kovrlija is registered as an investment adviser representative in MA (CRD 5609454), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kastel Capital manage?
Kastel Capital reports $193.3M across 265 accounts in assets under management.
How do I contact Drasko Kovrlija?
Through Drasko's website, www.kastelcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Kastel Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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