KAPSTONE FINANCIAL ADVISORS LLC

212 N. Broadway Street
Lebanon, Ohio 45036
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 1 offices throughout the country.

KAPSTONE FINANCIAL ADVISORS LLC is a Lebanon, Ohio based Financial Planning firm with nearly $271,490,221 assets under management, offering retirement planning & investment advisory services to 1160 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	318885
SEC#	801-123348
Assets Managed by Firm	$271,490,221
No. of Clients	1160
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1160	$271,490,221
Individuals (other than high net worth individuals)	380	$168,743,038
High net worth individuals	129	$95,138,152
Pension and profit sharing plans	Fewer than 5 clients	$7,033,564
Charitable organizations	Fewer than 5 clients	$575,467

More Retirement Planning firms in Lebanon, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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