KAPSTONE FINANCIAL ADVISORS LLC
SEC Form ADV profile.
Total regulatory AUM
$322,277,646
Discretionary
$314,734,951
Non-discretionary
$7,542,695
Firm details
- CRD number
- 318885
- SEC file number
- 801-123348
- Main office
- LEBANON, OH, United States
- Employees
- 5
- SEC status
- Approved
- Website
- https://www.kapstoneadvisors.com
- Fee structure
-
Percentage of AUM
As of October 2026.