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Kapstone Financial Advisors LLC

● SEC registered since 2022CRD 318885SEC# 801-123348Lebanon, OH
Export (members)
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.
www.kapstoneadvisors.comView on SEC.gov ↗

Kapstone Financial Advisors LLC owners & executives

1 reported
NameTitleOwnershipSince
David Charles Kronour ControlManaging Member / Managing Director / Chief Compliance OfficerOver 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

Address212 N. Broadway Street, Lebanon, OH 45036
Phone(937) 751-1000
Fax(937) 949-8023
Office hours8:30a.m. To 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$314.7M
Non-discretionary$7.5M
Total (RAUM)$322.3M