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| Capstone Financial Advisors Inc
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| |
|---|---|
| CRD # | 109341 |
| SEC # | 801-56979 |
| CIK # | 0001599217, 0001724882, 0001426196 |
| AUM | $2.1 BB (2024-03-27) |
| Employees | 31 (81% Investors, 0% Brokers) |
| Phone | 630-241-0833 |
| Address | 2001 Butterfield Road Downers Grove, IL 60515 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| NVDA | 399.6 | 2.0 | |
| MSFT | 1,918.2 | 1.2 | |
| AAPL | 2,382.8 | 1.1 | |
| AMZN | 1,093.0 | 0.8 | |
| META | 434.9 | 0.7 | |
| GOOGL | 1,475.1 | 0.5 | |
| TSLA | 723.4 | 0.5 | |
| GOOG | 1,482.6 | 0.4 | |
| AVGO | 201.3 | 0.3 | |
| JPM | 340.2 | 0.2 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 300 | 0.1 |
| (b) Individuals (high net worth individuals) | 362 | 2.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,159 | 2.1 |
| By Discretionary | ||
| Discretionary | 3,153 | 2.1 |
| Non-Discretionary | 6 | 0.0 |
| Total | 3,159 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 3,159 | 2.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001426196] | |
| SC 13G | [0001426196] | |
| 13F-HR | [0001599217] | |
| D | [0001724882] |
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|---|---|---|
|
Sandhill Capital Partners LLC
✚
|
NY | 2.1 |
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Arbion Limited
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2.1 | |
|
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CA | 2.1 |
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Mission Prime LLC
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The Patriot Financial Group Insurance Agency LLC
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RTD Financial Advisors Inc
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PA | 2.1 |
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Wealthsource Partners LLC
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TA Realty LLC
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Swan Global Investments LLC
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CO | 2.1 |