Capstone Financial Advisors Inc.
Capstone Financial Advisors Inc. (CRD# 109341) is a financial advisory firm headquartered in Downers Grove, IL. They manage $2,116,697,964 in 3,159 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management2,117MILLION
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Total Number of Accounts3,159ACCOUNTS
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Average Account Value$670,053
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, IL, LA, MD, MI, SC, TN, TX, WA, WI
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.
John Kosik (CRD# 1320514) is an Investment Advisor Representative working at Capstone Financial Advisors Inc. in Downers Grove, IL and has over 39 years of experience in the finance industry.
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.
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.
J Verkamp (CRD# 2444289) is an Investment Advisor Representative working at Capstone Financial Advisors Inc. in Downers Grove, IL and has over 30 years of experience in the finance industry.
Aldo Vultaggio (CRD# 5270484) 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.
Robert Wootton (CRD# 4387495) is an Investment Advisor Representative working at Capstone Financial Advisors Inc. in Downers Grove, IL and has over 22 years of experience in the finance industry.
Sandra Higgins (CRD# 7860385) 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.
James Marquez (CRD# 7860373) 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.
Kari McKinley (CRD# 7872516) 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.