RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Ohio
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 31, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KRONOUR, DAVID, CHARLESIMANAGING MEMBER / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICERE Control
KRONOUR, DAVID, CHARLESIMANAGING MEMBER / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICERE Control
KRONOUR, DAVID, CHARLESIMANAGING MEMBER / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICERE Control
KRONOUR, DAVID, CHARLESIMANAGING MEMBER / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICERE Control
KRONOUR, DAVID, CHARLESIMANAGING MEMBER / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICERE Control
KRONOUR, DAVID, CHARLESIMANAGING MEMBER / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICERE Control
KRONOUR, DAVID, CHARLESIMANAGING MEMBER / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICERE Control
KRONOUR, DAVID, CHARLESIMANAGING MEMBER / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICERE Control
KRONOUR, DAVID, CHARLESIMANAGING MEMBER / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICERE Control
KRONOUR, DAVID, CHARLESIMANAGING MEMBER / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICERE Control
KRONOUR, DAVID, CHARLESIMANAGING MEMBER / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICERE Control
KRONOUR, DAVID, CHARLESIMANAGING MEMBER / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICERE Control
KRONOUR, DAVID, CHARLESIMANAGING MEMBER / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Jan 31, 2025 REGISTERED

Notice Filings (9)

FL IL KY MI NE NH OH TN TX

Address

212 N. BROADWAY STREET
LEBANON, OH 45036
United States
Phone: (937) 751-1000