Kapstone Financial Advisors Llc, OH — Investment Adviser | BuildTrust

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KAPSTONE FINANCIAL ADVISORS LLC

Investment AdviceLEBANON, OH

Assets Under Management

$271.5M

Total AUM

Donut chart: Discretionary 271.3M, Non-Discretionary 185K
Category	Value
Discretionary	271.3M
Non-Discretionary	185K

Adviser Information

Field	Value
CRD Number	318885
SEC Number	801-123348
Street Address	212 N. BROADWAY STREET
Location	LEBANON, OH 45036
Country	United States
Phone	(937) 751-1000
Fax	(937) 949-8023
Total Employees	5

Client Count by Type (509 Total)

Horizontal bar chart: Individuals (other than H… 380, High Net Worth Individual… 129
Category	Value
Individuals (other than H…	380
High Net Worth Individual…	129