CRD: 318885
Kapstone Financial Advisors LLC
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- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
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
--
- 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| 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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