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Building 2KAPSTONE FINANCIAL ADVISORS LLC

Map pinLEBANON, OH
Phone(937) 751-1000
NotebookSEC #801-123348
Total AUM
$322.3M
Employees
5
Clients
510

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
212 N. BROADWAY STREET
LEBANON
OH 45036
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(937) 751-1000

ReceiptFinancials

Total AUM
$322.3M
Accounts
1,086
Discretionary
$314.7M
Accounts
1,084
Non-Discretionary
$7.5M
Accounts
2

ContactClients

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Individual Clients
432
AUM
$98M
HNW Individual Clients
76
AUM
$216.1M
Pension/Profit Sharing Plan Clients
1
AUM
$7.5M
Charitable Organization Clients
1
AUM
$648.7K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILKYMINENHOHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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