Capstone Financial Advisors Inc.

Capstone Financial Advisors Inc. (CRD# 109341) is a financial advisory firm headquartered in Downers Grove, IL. They manage $1,058,172,235 in 1,993 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,058
    MILLION
  • Total Number of Accounts
    1,993
    ACCOUNTS
  • Average Account Value
    $530,944
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, MD, TX

Financial Advisors at Capstone Financial Advisors Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Brian M. Niksa
CRD#: 6314089
2001 Butterfield Road, Ste 1750, Downers Grove, IL 60515
101
Wealthminder
score

Brian Niksa (CRD# 6314089) is an Investment Advisor Representative working at Capstone Financial Advisors Inc. in Downers Grove, IL since 2009. Brian is a Certified Financial Planner (CFP®) providing comprehensive financial, tax and estate planning services to high net worth professionals, families and business owners. He focuses on providing unbiased, pro-active, comprehensive financial planning and has experience working with a variety of clients including physicians, corporate executives, business owners and retirees. In addition to financial planning, Brian has also worked in the financial valuation industry and has experience consulting for local Chicago-area businesses and real estate developers

Specialties:  Corporate Long Term Incentive Planning, Income Tax Planning, Divorce and Retirement Matters, Estates and Trusts.

2
John C. Kosik
CRD#: 1320514
2001 Butterfield Road, Ste 1750, Downers Grove, IL 60515
96
Wealthminder
score

John Kosik (CRD# 1320514) is an Investment Advisor Representative working at Capstone Financial Advisors Inc. in Downers Grove, IL and has over 32 years of experience in the finance industry. John Kosik has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
J F. Verkamp
CRD#: 2444289
2001 Butterfield Road, Ste 1750, Downers Grove, IL 60515
96
Wealthminder
score

J Verkamp (CRD# 2444289) is an Investment Advisor Representative working at Capstone Financial Advisors Inc. in Downers Grove, IL and has over 23 years of experience in the finance industry. J Verkamp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Robert J. Wootton
CRD#: 4387495
2001 Butterfield Road, Ste 1750, Downers Grove, IL 60515
96
Wealthminder
score

Robert Wootton (CRD# 4387495) is an Investment Advisor Representative working at Capstone Financial Advisors Inc. in Downers Grove, IL and has over 15 years of experience in the finance industry. Robert Wootton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Troy E. Bute
CRD#: 4381092
2001 Butterfield Road, Suite 1750, Downers Grove, IL 60515
90
Wealthminder
score

Troy Bute (CRD# 4381092) is an Investment Advisor Representative working at Capstone Financial Advisors Inc. in Downers Grove, IL and has 1 year of experience in the finance industry. Troy Bute has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Jeremy R. Johnson
CRD#: 5868008
2001 Butterfield Road, Ste 1750, Downers Grove, IL 60515
90
Wealthminder
score

Jeremy Johnson (CRD# 5868008) is an Investment Advisor Representative working at Capstone Financial Advisors Inc. in Downers Grove, IL and has 1 year of experience in the finance industry. Jeremy Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Jason D. Telford
CRD#: 5839187
2001 Butterfield Road, Ste 1750, Downers Grove, IL 60515
90
Wealthminder
score

Jason Telford (CRD# 5839187) is an Investment Advisor Representative working at Capstone Financial Advisors Inc. in Downers Grove, IL and has 1 year of experience in the finance industry. Jason Telford has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.