CRD: 318885
Kapstone Financial Advisors LLC
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Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-28-2022
- Office Locations
- 1
Office Locations
About Kapstone Financial Advisors LLC
Kapstone Financial Advisors is a Raymond James–custodied advisory firm serving business owners, entrepreneurs, families, retirees, and institutions such as corporate retirement plans and foundations. The team provides wealth management and financial planning, including portfolio construction, asset allocation and risk management, plus tax, estate and charitable planning. Portfolios are predominantly ETF-based.
Reported data analysis
What the numbers show
Between January 31, 2025 and June 18, 2026, reported AUM increased 18.7%, from $271.5M to $322.3M.
Across 5 reported observations, AUM increased 89.0% between August 11, 2022 and June 18, 2026, from $170.6M to $322.3M.
Of the latest reported AUM, 97.7% is discretionary and 2.3% is non-discretionary.
The firm reports 3 advisory representatives and 508 clients, or 169.3 clients per representative. That equates to $634.4K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on June 18, 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
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
DAVID CHARLES KRONOUR
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #5173536
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DAVID ROBERT FRAZIER
Certified Financial Planner
- CRD
- #2910287
RANDALL JAY KRONOUR
Financial Advisor, Senior Vice President
- CRD
- #3174513
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $314,734,951 | $290,346 |
| Non-Discretionary | $7,542,695 | $3,771,348 |
| Total | $322,277,646 | $296,757 |
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Separately Managed Accounts
SMA allocation detail is available
Kapstone Financial Advisors LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2025
Review the latest reported holdings
Kapstone Financial Advisors LLC's 13F holdings detail is available for Q1 2025, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.