Investment adviser · CRD 307928

KAPSTONE FINANCIAL ADVISORS LLC

Investment adviser filing (IA)

DAYTON, OH, United States · Form ADV filed Nov 10, 2021

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Nov 10, 2021. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

7501 EAST PARAGON ROAD, SUITE. 200
DAYTON, OH, 45459, United States

CRD 307928

Filing source

Form ADV 1568090 · Nov 10, 2021 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.