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KAPSTONE FINANCIAL ADVISORS LLC

Tel: (937) 751-1000
212 N. Broadway Street
Lebanon, Ohio  45036

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KAPSTONE FINANCIAL ADVISORS LLC

KAPSTONE FINANCIAL ADVISORS LLC is a Lebanon, Ohio based financial advisory firm with nearly $271,490,221 in assets under management and provides investment advisory services for 1160 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM

Firm CRD#:

318885

SEC#:

801-123348

No. of Clients:

1160

Assets under Management

$271,490,221

No. of Advisors:

5

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