CAPSTONE FINANCIAL ADVISORS INC
CRD #109341 SEC #801-56979 DOWNERS GROVE, IL 630-241-0833
SEC Registered
Total AUM
$2.4B
Discretionary
$2.4B
Employees
30
Clients
--
Accounts
4,008
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.4B | $2.4B | $8.4M | 30 | 6 |
| Dec 2024 | $2.1B | $2.1B | $6.5M | 31 | 5 |
| Mar 2024 | $2.1B | $2.1B | $6.5M | 31 | 5 |
| Mar 2023 | $1.8B | $1.8B | $9.6M | 25 | 5 |
| Sep 2022 | $2.1B | $2.1B | $7.1M | 27 | 5 |
| Mar 2022 | $2.1B | $2.1B | $7.1M | 27 | 5 |
| Mar 2021 | $1.8B | $1.8B | $7M | 28 | 5 |
| Jul 2020 | $1.6B | $1.6B | $6.5M | 27 | 5 |
| Jun 2020 | $1.6B | $1.6B | $6.5M | 27 | 5 |
| Mar 2020 | $1.6B | $1.6B | $6.5M | 27 | 5 |
| Mar 2019 | $1.4B | $1.4B | $5.7M | 22 | 5 |
| Feb 2018 | $1.4B | $1.4B | $7.4M | 23 | 4 |
| Apr 2017 | $1.1B | $1.1B | $6.8M | 26 | 400 |
| Mar 2017 | $1.1B | $1.1B | $6.8M | 26 | 400 |
| Mar 2016 | $1.1B | $1B | $11.5M | 28 | 400 |
| Nov 2015 | $1.2B | $1.2B | $12.6M | 21 | 400 |
| Sep 2015 | $1.2B | $1.2B | $12.6M | 21 | 400 |
| Mar 2015 | $1.2B | $1.2B | $12.6M | 21 | 400 |
| Mar 2014 | $1.1B | $1.1B | $11M | 19 | 400 |
| Nov 2013 | $918.8M | $909.5M | $9.3M | 20 | 300 |
| Mar 2013 | $918.8M | $909.5M | $9.3M | 20 | 300 |
| Mar 2013 | $918.8M | $909.5M | $9.3M | 20 | 300 |
| Mar 2012 | $721.8M | $716.5M | $5.3M | 11 | 300 |
| Mar 2011 | $663.2M | $658M | $5.3M | -- | -- |
| Mar 2009 | $308M | $308M | $0 | 10 | -- |
| Apr 2007 | $257.6M | $257.6M | $0 | 10 | -- |
| Jan 2007 | $257.6M | $257.6M | $0 | 10 | -- |
| Mar 2006 | $205.9M | $205.9M | $0 | 10 | -- |
| Jun 2005 | $178.4M | $175.7M | $2.7M | 10 | -- |
| Apr 2004 | $136.6M | $134.2M | $2.4M | 5 | -- |
| Mar 2002 | $94.8M | $93.6M | $1.2M | 5 | -- |
DateMar 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$8.4M
Employees30
Clients6
DateDec 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$6.5M
Employees31
Clients5
DateMar 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$6.5M
Employees31
Clients5
DateMar 2023
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$9.6M
Employees25
Clients5
DateSep 2022
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$7.1M
Employees27
Clients5
DateMar 2022
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$7.1M
Employees27
Clients5
DateMar 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$7M
Employees28
Clients5
DateJul 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$6.5M
Employees27
Clients5
DateJun 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$6.5M
Employees27
Clients5
DateMar 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$6.5M
Employees27
Clients5
DateMar 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$5.7M
Employees22
Clients5
DateFeb 2018
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$7.4M
Employees23
Clients4
DateApr 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$6.8M
Employees26
Clients400
DateMar 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$6.8M
Employees26
Clients400
DateMar 2016
Total AUM$1.1B
Discretionary$1B
Non-Disc.$11.5M
Employees28
Clients400
DateNov 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$12.6M
Employees21
Clients400
DateSep 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$12.6M
Employees21
Clients400
DateMar 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$12.6M
Employees21
Clients400
DateMar 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$11M
Employees19
Clients400
DateNov 2013
Total AUM$918.8M
Discretionary$909.5M
Non-Disc.$9.3M
Employees20
Clients300
DateMar 2013
Total AUM$918.8M
Discretionary$909.5M
Non-Disc.$9.3M
Employees20
Clients300
DateMar 2013
Total AUM$918.8M
Discretionary$909.5M
Non-Disc.$9.3M
Employees20
Clients300
DateMar 2012
Total AUM$721.8M
Discretionary$716.5M
Non-Disc.$5.3M
Employees11
Clients300
DateMar 2011
Total AUM$663.2M
Discretionary$658M
Non-Disc.$5.3M
Employees--
Clients--
DateMar 2009
Total AUM$308M
Discretionary$308M
Non-Disc.$0
Employees10
Clients--
DateApr 2007
Total AUM$257.6M
Discretionary$257.6M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$257.6M
Discretionary$257.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$205.9M
Discretionary$205.9M
Non-Disc.$0
Employees10
Clients--
DateJun 2005
Total AUM$178.4M
Discretionary$175.7M
Non-Disc.$2.7M
Employees10
Clients--
DateApr 2004
Total AUM$136.6M
Discretionary$134.2M
Non-Disc.$2.4M
Employees5
Clients--
DateMar 2002
Total AUM$94.8M
Discretionary$93.6M
Non-Disc.$1.2M
Employees5
Clients--