| Name | Title | Ownership | Since |
|---|---|---|---|
| Aldo Salvatore Vultaggio | Shareholder | 5-10% | 2018 |
| Brian Michael Niksa | Shareholder | 5-10% | 2018 |
| Drew Alan Ahrens | Chief Compliance Officer | Under 5% | 2024 |
Capstone Financial Advisors Inc reports $2.4 billion in regulatory assets under management on its Form ADV.
Capstone Financial Advisors Inc reports 30 employees.
Capstone Financial Advisors Inc is based in Downers Grove, IL and has been SEC-registered since 1999.
Capstone Financial Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2001 Butterfield Road, Suite 1750, Downers Grove, IL 60515 |
| Phone | 630-241-0833 |
| Fax | 630-241-0834 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1599217 |
| Discloses disciplinary history | No |
| Discretionary | $2.43B |
| Non-discretionary | $8.4M |
| Total (RAUM) | $2.44B |