KAPSTONE FINANCIAL ADVISORS LLC
Tel: (937) 751-1000 212 N. Broadway Street Lebanon, Ohio 45036
About KAPSTONE FINANCIAL ADVISORS LLC
KAPSTONE FINANCIAL ADVISORS LLC is a Lebanon, Ohio based financial advisory firm with nearly $271,490,221 in assets under management and provides investment advisory services for 1160 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
318885
Firm SEC#:
801-123348
Assets Under Management:
$271,490,221
No. of Clients:
1160
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
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