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Home > Retirement Planners > ohio > dayton > KAPSTONE FINANCIAL ADVISORS LLC
KAPSTONE FINANCIAL ADVISORS LLC
7501 East Paragon Road
Suite. 200
Dayton, Ohio 45459
Tel: (937) 751-1000
About KAPSTONE FINANCIAL ADVISORS LLC
KAPSTONE FINANCIAL ADVISORS LLC, formally registered with the SEC as KAPSTONE FINANCIAL ADVISORS LLC. The firm was established in 08/11/2022. They have over 2 offices throughout the country.
KAPSTONE FINANCIAL ADVISORS LLC is a Dayton, Ohio based Financial Planning firm with nearly $182,607,186 assets under management, offering retirement planning & investment advisory services to 890 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 318885 |
| SEC# | 801-123348 |
| Assets Managed by Firm | $182,607,186 |
| No. of Clients | 890 |
| No. of Advisors | 4 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 890 | $182,607,186 |
| Individuals (other than high net worth individuals) | 449 | $96,000,000 |
| High net worth individuals | 43 | $85,607,186 |
| Charitable organizations | Fewer than 5 clients | $1,000,000 |
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