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| Kapstone Financial Advisors LLC
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|---|---|
| CRD # | 318885 |
| SEC # | 801-123348 |
| CIK # | 0001966087 |
| AUM | $322.3 M (2026-06-18) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 937-751-1000 |
| Address | 212 N Broadway Street Lebanon, OH 45036 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 16.0 | ||
| Palantir Technologies Inc | 6.0 | ||
| Facebook Inc | 4.9 | ||
| Procter & Gamble Co | 4.6 | ||
| Alphabet Inc | 4.3 | ||
| Microsoft Corp | 4.2 | ||
| Nvidia Corp | 3.5 | ||
| AbbVie Inc | 3.0 | ||
| J P Morgan Chase & Co | 2.7 | ||
| Alphabet Inc | 2.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 432 | 98.0 |
| (b) Individuals (high net worth individuals) | 76 | 216.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 7.5 |
| (h) Charitable organizations | 0 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,086 | 322.3 |
| By Discretionary | ||
| Discretionary | 1,084 | 314.7 |
| Non-Discretionary | 2 | 7.5 |
| Total | 1,086 | 322.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 322.3 | |
| Total | 1,086 | 322.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001966087] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Brown Financial Advisors LLC
✚
|
OH | 0.3 |
|
Next Level Wealth Planning LLC
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|
ID | 0.3 |
|
Carswell Investments LLC
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|
NY | 0.3 |
|
RBS Wealth Management LLC
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|
MI | 0.3 |
|
Livet Wealth LLC
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|
UT | 0.3 |
|
REIK & Co LLC
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|
0.3 | |
|
Nicholson Wealth Management Group LLC
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|
SC | 0.3 |
|
Shum Financial Group Inc
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|
CA | 0.3 |
|
BB Graham & Company Inc
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|
CA | 0.3 |
|
HF Advisory Group LLC
✚
|
MD | 0.3 |