Capstone Financial Advisors is an investment advisor in Downers Grove with $2.10 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
364296290
SEC advisor number
801-56979
FINRA CRD number
109341
AUM ?
$1.82 bn
(as of 31 Mar 23)
Accounts
2,846
(as of 31 Mar 23)
Employees
25
(21 investment advisory or research)
Address
Capstone Financial Advisors
2001 BUTTERFIELD ROAD, SUITE 1750
DOWNERS GROVE
IL 60515
2001 BUTTERFIELD ROAD, SUITE 1750
DOWNERS GROVE
IL 60515
Phone
(630) 241-0833
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
15 Feb 23
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22
13F-HR
Quarterly holdings report by institutional manager
2 Sep 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21