Kapstone Financial Advisors LLC
Kapstone Financial Advisors LLC is an SEC-registered mass-market adviser in Lebanon, OH with $322.3M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Kapstone Financial Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 318885, SEC 801-123348, data through 2026-06-18.
- AUM (assets under management / regulatory AUM)
- $322.3M (2026-06-18)
- Firm type
- Mass-Market Adviser
- Location
- Lebanon, OH
- Employees
- 5
- Clients
- 508
- CRD
- 318885
- Ownership
- KRONOUR, DAVID, CHARLES
How much AUM does Kapstone Financial Advisors LLC have?
Kapstone Financial Advisors LLC reported $322.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-18).
Who owns Kapstone Financial Advisors LLC?
Disclosed owners and executives of Kapstone Financial Advisors LLC include KRONOUR, DAVID, CHARLES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.