# KAPSTONE FINANCIAL ADVISORS LLC

KAPSTONE FINANCIAL ADVISORS LLC of LEBANON, OH is an SEC-registered investment adviser.

## Registration

- CRD: 318885
- Type: SEC-registered investment adviser
- SEC file number: 801-123348
- Location: 212 N. BROADWAY STREET, LEBANON, OH, 45036
- Phone: (937) 751-1000
- Latest filing: 2026-06-18
- Regulatory AUM: $322.3M
- Discretionary AUM: $314.7M
- Non-discretionary AUM: $7.5M
- Clients: 5
- Accounts: 1,086

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| David Charles Kronour | MANAGING MEMBER / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | — |
| KRONOUR DAVID CHARLES | MANAGING MEMBER / MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/318885/brochure
- Similar advisers: https://search.stillhousedata.com/firm/318885/similar
- Related entities: https://search.stillhousedata.com/firm/318885/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/318885

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.