Eaglestone Wealth Advisors, Inc.

Eaglestone Wealth Advisors, Inc. (CRD# 141014) is a financial advisory firm headquartered in Rockville, MD. They manage $111,190,455 in 344 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    111
    MILLION
  • Total Number of Accounts
    344
    ACCOUNTS
  • Average Account Value
    $323,228
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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.

MD

Financial Advisors at Eaglestone Wealth Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Joseph W. Kantakevich
CRD#: 5624294
11 N. Washington Street, Suite 720, Rockville, MD 20850
96
Wealthminder
score

Joseph Kantakevich (CRD# 5624294) is an Investment Advisor Representative working at Eaglestone Wealth Advisors, Inc. in Rockville, MD and has over 7 years of experience in the finance industry. Joseph Kantakevich 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.

2
James D. Warring
CRD#: 3198200
11 N. Washington Street, Suite 720, Rockville, MD 20850
96
Wealthminder
score

James Warring (CRD# 3198200) is an Investment Advisor Representative working at Eaglestone Wealth Advisors, Inc. in Rockville, MD and has over 17 years of experience in the finance industry. James Warring 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.

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