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CAPSTONE FINANCIAL ADVISORS INC

2001 Butterfield Road
Suite 1750
Downers Grove, Illinois 60515
Tel: 630-241-0833

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About CAPSTONE FINANCIAL ADVISORS INC

CAPSTONE FINANCIAL ADVISORS INC, formally registered with the SEC as CAPSTONE FINANCIAL ADVISORS INC. The firm was established in 11/16/1999. They have over 2 offices throughout the country.

CAPSTONE FINANCIAL ADVISORS INC is a Downers Grove, Illinois based Financial Planning firm with nearly $2,116,697,964 assets under management, offering retirement planning & investment advisory services to 3159 clients. The firm is staffed with 31 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#109341
SEC#801-56979
Assets Managed by Firm$2,116,697,964
No. of Clients3159
No. of Advisors31

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (FIXED QUARTERLY RETAINERS)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total3159$2,116,697,964
Individuals (other than high net worth individuals)300$121,349,346
High net worth individuals362$1,983,652,307
Pension and profit sharing plans6$9,068,735
Charitable organizationsFewer than 5 clients$2,627,576

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ENVESTNET PMC
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BALYASNY ASSET MANAGEMENT L.P.
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NUVEEN ASSET MANAGEMENT, LLC
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