Capstone Financial Advisors Review

Trust Score 95%
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Last updated: August 16th, 2019. Data source: SEC filings.

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Capstone Financial Advisors, federally registered in 1999, is a Registered Investment Advisor (RIA) in 9 state(s) with a licensed staff of 8 advisors. Capstone Financial Advisors manages $1.4 billion and provides investment advisory services for 494 clients (1:62 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $1,000,000
Average Client Balance $2,876,915
Hybrid Advisor No
Disciplinary History No
Total AUM $1.4 billion
Advisor / Client Ratio 1:62
Headquarters Downers Grove, IL
SEC Filings Forms and Brochures    (CRD # 109341)
State(s) Registered AZ, CA, CO, FL, IL, LA, MD, TN, TX

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