SEC Form ADV

KAPSTONE FINANCIAL ADVISORS LLC

Registered Investment AdviserOH
$322.3M
Assets Under Management
1,086
Total Clients
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Registration Details

Accession
CRD-318885
Location
LEBANON, OH
Filing Date
February 26, 2026
AUM
$322.3M
Total Clients
1,086
Amendment
No

About this Adviser

KAPSTONE FINANCIAL ADVISORS LLC is a registered investment adviser headquartered in LEBANON, OH, managing approximately $322.3M in assets across 1,086 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.