CRD: 109341
Capstone Financial Advisors INC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-16-1999
- Office Locations
- 2
Office Locations
About Capstone Financial Advisors INC
Capstone Financial Advisors is a fee-only RIA serving high-net-worth individuals, families, and institutions with integrated financial planning and portfolio management, including tax and estate planning support. The firm publishes data-driven market commentary across stocks, bonds, and real estate and was named a 2025 Best RIA to Work For by Financial Planning. Based in Downers Grove, IL with a Tennessee office; custodies at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TROY E. BUTE
DIRECTOR, President, Senior Wealth Advisor
- CRD
- #4381092
- Ownership
- 25% but less than 50%
JASON DWAIN TELFORD
DIRECTOR, Wealth Advisor
- CRD
- #5839187
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
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MICHAL GICALA
Senior Financial Planner
- CRD
- #7925426
JEFFREY DREW HANSEN
Senior Wealth Advisor
- CRD
- #6975211
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,860,155,850 | $686,877 |
| Non-Discretionary | $7,918,462 | $879,829 |
| Total | $2,868,074,312 | $687,293 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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