Kapstone Financial Advisors LLC

Kapstone Financial Advisors LLC (CRD# 318885) is a financial advisory firm headquartered in Lebanon, OH. They manage $204,832,267 in 945 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
212 N. Broadway Street, Suite. 200, Lebanon, OH 45036
https://www.kapstoneadvisors.com
By the Numbers
  • Total Assets Under Management
    205
    MILLION
  • Total Number of Accounts
    945
    ACCOUNTS
  • Average Account Value
    $216,754
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, KY, MI, OH, TN, TX

Financial Advisors at Kapstone Financial Advisors LLC
Showing 1 - 3 of 3 top financial advisors.
1
David Kronour, financial advisor Lebanon OH
David C. Kronour
CRD#: 5173536
212 N. Broadway Street, Suite. 200, Lebanon, OH 45036

David Kronour (CRD# 5173536) is an Investment Advisor Representative working at Kapstone Financial Advisors LLC in Lebanon, OH and has over 17 years of experience in the finance industry.

2
Randall Kronour, financial advisor Lebanon OH
Randall J. Kronour
CRD#: 3174513
212 N. Broadway Street, Suite. 200, Lebanon, OH 45036

Randall Kronour (CRD# 3174513) is an Investment Advisor Representative working at Kapstone Financial Advisors LLC in Lebanon, OH and has over 25 years of experience in the finance industry.

3
Roy McGuffin, financial advisor Lebanon OH
Roy E. McGuffin
CRD#: 1803305
212 N. Broadway Street, Suite. 200, Lebanon, OH 45036

Roy McGuffin (CRD# 1803305) is an Investment Advisor Representative working at Kapstone Financial Advisors LLC in Lebanon, OH and has over 36 years of experience in the finance industry.

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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