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).

Current Firm Details
2001 Butterfield Road, Suite 1750, Downers Grove, IL 60515
https://www.capstone-advisors.com
By the Numbers
  • Total Assets Under Management
    2,117
    MILLION
  • Total Number of Accounts
    3,159
    ACCOUNTS
  • Average Account Value
    $670,053
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IL, LA, MD, MI, SC, TN, TX, WA, WI

Financial Advisors at Capstone Financial Advisors Inc.
Showing 11 - 12 of 12 top financial advisors.
11
Brian Peterson, financial advisor Downers Grove IL
Brian W. Peterson
CRD#: 5477528
2001 Butterfield Road, Suite 1750, Downers Grove, IL 60515

Brian Peterson (CRD# 5477528) 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.

12
Nicholas Reed, financial advisor Downers Grove IL
Nicholas S. Reed
CRD#: 7252345
2001 Butterfield Road, Suite 1750, Downers Grove, IL 60515

Nicholas Reed (CRD# 7252345) is an Investment Advisor Representative working at Capstone Financial Advisors Inc. in Downers Grove, IL and has over 3 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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