SEC Form ADV

KAPSTONE FINANCIAL ADVISORS LLC

Registered Investment AdviserOH
$322.3M
Assets Under Management
5
Employees
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Registration Details

Accession
crd-318885
Location
LEBANON, OH
Filing Date
June 18, 2026
AUM
$322.3M
Employees
5
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable Organizations

About this Adviser

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