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Home > Retirement Planners > ohio > lebanon > KAPSTONE FINANCIAL ADVISORS LLC
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 |
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