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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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