Universe · entity

KAPSTONE FINANCIAL ADVISORS LLC

RIA / family office (Form ADV) · CRD 318885
Form ADV profile

AUM: $322M

Location: LEBANON, OH

Disclosure: fee_only

Full ADV on IAPD ↗

Source: iapd_form_adv · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.