Kapstone Financial Advisors LLC
● SEC registered since 2022CRD 318885SEC# 801-123348Lebanon, OH
Reg. AUM
$322.3M
Employees
5
Accounts
1,086
Location
Lebanon, OH
Kapstone Financial Advisors LLC assets under management
Kapstone Financial Advisors LLC is an investment advisory firm registered with the SEC based in Lebanon, OH. The firm has been registered since 2022. It reports $322.3 million in regulatory assets under management and employs 5 people.
Kapstone Financial Advisors LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Charles Kronour Control | Managing Member / Managing Director / Chief Compliance Officer | Over 75% | 2022 |
Frequently asked questions
How much does Kapstone Financial Advisors LLC manage?
Kapstone Financial Advisors LLC reports $322.3 million in regulatory assets under management on its Form ADV.
How many employees does Kapstone Financial Advisors LLC have?
Kapstone Financial Advisors LLC reports 5 employees.
Where is Kapstone Financial Advisors LLC located?
Kapstone Financial Advisors LLC is based in Lebanon, OH and has been SEC-registered since 2022.
Does Kapstone Financial Advisors LLC disclose fund performance?
Kapstone Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 212 N. Broadway Street, Lebanon, OH 45036 |
| Phone | (937) 751-1000 |
| Fax | (937) 949-8023 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$322.3M▲ 19%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$322.3Mregulatory AUM
Discretionary $314.7MNon-discretionary $7.5M