KAPSTONE FINANCIAL ADVISORS LLC
CRD #318885 SEC #801-123348 LEBANON, OH (937) 751-1000
SEC Registered
Total AUM
$271.5M
Discretionary
$271.3M
Employees
5
Clients
25
Accounts
1,160
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $271.5M | $271.3M | $185.3K | 5 | 0 |
| Aug 2024 | $204.8M | $200.3M | $4.5M | 5 | 0 |
| Aug 2024 | $204.8M | $200.3M | $4.5M | 5 | 0 |
| May 2024 | $204.8M | $200.3M | $4.5M | 5 | 0 |
| Feb 2024 | $204.8M | $200.3M | $4.5M | 5 | 0 |
| Jan 2024 | $204.8M | $200.3M | $4.5M | 5 | 0 |
| Nov 2023 | $182.6M | $175.6M | $7M | 4 | 0 |
| Feb 2023 | $182.6M | $175.6M | $7M | 4 | 0 |
| Aug 2022 | $170.6M | $164M | $6.5M | 4 | 0 |
| Aug 2022 | $170.6M | $164M | $6.5M | 4 | 0 |
| Mar 2022 | $0 | $0 | $0 | 4 | 0 |
| Mar 2022 | $0 | $0 | $0 | 3 | 0 |
| Jan 2022 | $0 | $0 | $0 | 3 | 0 |
DateJan 2025
Total AUM$271.5M
Discretionary$271.3M
Non-Disc.$185.3K
Employees5
Clients0
DateAug 2024
Total AUM$204.8M
Discretionary$200.3M
Non-Disc.$4.5M
Employees5
Clients0
DateAug 2024
Total AUM$204.8M
Discretionary$200.3M
Non-Disc.$4.5M
Employees5
Clients0
DateMay 2024
Total AUM$204.8M
Discretionary$200.3M
Non-Disc.$4.5M
Employees5
Clients0
DateFeb 2024
Total AUM$204.8M
Discretionary$200.3M
Non-Disc.$4.5M
Employees5
Clients0
DateJan 2024
Total AUM$204.8M
Discretionary$200.3M
Non-Disc.$4.5M
Employees5
Clients0
DateNov 2023
Total AUM$182.6M
Discretionary$175.6M
Non-Disc.$7M
Employees4
Clients0
DateFeb 2023
Total AUM$182.6M
Discretionary$175.6M
Non-Disc.$7M
Employees4
Clients0
DateAug 2022
Total AUM$170.6M
Discretionary$164M
Non-Disc.$6.5M
Employees4
Clients0
DateAug 2022
Total AUM$170.6M
Discretionary$164M
Non-Disc.$6.5M
Employees4
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0