Capstone Financial Advisors Inc.
Capstone Financial Advisors Inc. (CRD# 109341) is a financial advisory firm headquartered in Downers Grove, IL. They manage $2,116,697,964 in 3,159 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management2,117MILLION
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Total Number of Accounts3,159ACCOUNTS
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Average Account Value$670,053
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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AZ, CA, CO, FL, GA, IL, LA, MD, MI, SC, TN, TX, WA, WI
Kari McKinley (CRD# 7872516) is an Investment Advisor Representative working at Capstone Financial Advisors Inc. in Downers Grove, IL and has 1 year of experience in the finance industry.
Brian Peterson (CRD# 5477528) is an Investment Advisor Representative working at Capstone Financial Advisors Inc. in Downers Grove, IL and has 1 year of experience in the finance industry.
Nicholas Reed (CRD# 7252345) is an Investment Advisor Representative working at Capstone Financial Advisors Inc. in Downers Grove, IL and has over 3 years of experience in the finance industry.