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| Happy Holidays!! thanks for using AUM13F!! |
| Capstone Financial Advisors Inc
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| CRD # | 109341 |
| SEC # | 801-56979 |
| CIK # | 0001599217, 0001724882, 0001426196 |
| AUM | $2.4 B (2025-03-28) |
| Employees | 30 (83% Investors, 0% Brokers) |
| Phone | 630-241-0833 |
| Address | 2001 Butterfield Road Downers Grove, IL 60515 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001599217 0001724882 0001426196 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 3.8 | ||
| Tesla Motors Inc | 3.3 | ||
| Amazon Com Inc | 2.1 | ||
| Microsoft Corp | 2.0 | ||
| Apple Inc | 1.9 | ||
| Alphabet Inc | 1.1 | ||
| Advanced Micro Devices Inc | 0.9 | ||
| SPDR Gold Trust | 0.5 | ||
| Alphabet Inc | 0.4 | ||
| Facebook Inc | 0.3 | ||
| Broadcom Inc | 0.2 | ||
| iShares Bitcoin Trust | 0.1 | ||
| Citigroup Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Frontier Communications Corp | 0.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 479 | 0.2 |
| (b) Individuals (high net worth individuals) | 420 | 2.3 |
| (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 | 7 | 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 | 4,008 | 2.4 |
| By Discretionary | ||
| Discretionary | 3,998 | 2.4 |
| Non-Discretionary | 10 | 0.0 |
| Total | 4,008 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 4,008 | 2.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001426196] | |
| SC 13G | [0001426196] | |
| 13F-HR | [0001599217] | |
| D | [0001724882] |
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