Kapstone Financial Advisors LLC is a reputable investment advisory firm headquartered in Dayton, OH, boasting two well-established offices. With a total of four dedicated professionals on their team, three of them specialize in providing comprehensive investment advisory services. Their average assets under management per investment advisor stand at an impressive $60,870,000, aligning with the industry average.
As a client-focused firm, Kapstone Financial Advisors LLC offers a diverse compensation structure, including a percentage of assets under management. Notably, approximately half of their assets under management originate ...
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Assets Under Mgmt
$182.61M
Investment Professionals
3
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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