CRD: 109341
Capstone Financial Advisors INC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 31, 2026, reported AUM increased 17.5%, from $2.4B to $2.9B.
Across 5 reported observations, AUM increased 36.6% between September 6, 2022 and March 31, 2026, from $2.1B to $2.9B.
Of the latest reported AUM, 99.7% is discretionary and 0.3% is non-discretionary.
The firm reports 25 advisory representatives and 1,078 clients, or 43.1 clients per representative. That equates to $2.7M in reported AUM per client.
The profile lists 2 reported office locations and 26 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Capstone Financial Advisors INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Capstone Financial Advisors INC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Capstone Financial Advisors INC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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