Capstone Financial Advisors

Finance · Illinois, United States · 11-50 Employees

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Overview

Headquarters

2001 Butterfield Rd Ste 1750, Downers Gr...

Phone Number

(630) 241-0833

Revenue

$5.9 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Capstone Financial Advisors

Capstone Financial Advisors is a fee-only financial advisory firm based in Downers Grove, Illinois, specializing in personalized financial services for high-net-worth individuals, families, and institutions. The firm emphasizes building trust and understanding with clients to align financial decisions with their life goals. Their team consists of skilled financial professionals dedicated to providing quality, trusted services. Capstone aims to be a partner in clients' financial journeys, focusing on their unique aspirations and concerns.Explore more
Capstone Financial Advisors's Social MediaPopular SearchesCapstone Financial Advisors IncCapstone Financial AdvisorsCapstone Financial LLCCapstone Financial Advisors LLCCapstone Advisors.comSIC Code 62,628NAICS Code 52,523Show more

Capstone Financial Advisors Org Chart

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Chief Executive Officer

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Chief Operating Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capstone Financial Adviso...

$5.9M
11-50
Private
<$5M
1999
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2011
LS
Lance ScottPresident & Financial Advisor
<$5M
1-10
Private
-
2008
N/A
<$5M
11-50
Private
-
2015
AR
Andrew RafalPresident & Founder
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Capstone Financial Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Capstone Financial Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Capstone Financial Advisors.

Capstone Financial Advisors financials insights

Gather financial insights about Capstone Financial Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

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Capstone Financial Advisors Tech Stack

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Frequently Asked Questions Regarding Capstone Financial Advisors

What is Capstone Financial Advisors's official website?
Capstone Financial Advisors's official website is www.capstone-advisors.com
What is Capstone Financial Advisors's Revenue?
Capstone Financial Advisors's revenue is $5.9 Million
What is Capstone Financial Advisors's SIC code?
Capstone Financial Advisors's SIC: 62,628
What is Capstone Financial Advisors's NAICS code?
Capstone Financial Advisors's NAICS: 52,523
How many employees does Capstone Financial Advisors have?
Capstone Financial Advisors has 11-50 employees
What industry does Capstone Financial Advisors belong to?
Capstone Financial Advisors is in the industry of: Finance, Securities Trading
What is Capstone Financial Advisors competition?
Capstone Financial Advisors top competitors include: Pillar Wealth Management, Radnor Financial Advisors, Core Wealth Management, Bay Harbor Wealth Management
What technology does Capstone Financial Advisors use?
Some of the popular technologies that Capstone Financial Advisors uses are: PHP, AT&T DNS, Squarespace Online Stores, Embedly
How do I contact Capstone Financial Advisors?
Capstone Financial Advisors contact info: Phone number: (630) 241-0833 Website: www.capstone-advisors.com
What does Capstone Financial Advisors do?

Capstone Financial Advisors is a fee-only financial advisory firm based in Downers Grove, Illinois, specializing in personalized financial services for high-net-worth individuals, families, and institutions. The firm emphasizes building trust and understanding with clients to align financial decisions with their life goals. Their team consists of s... killed financial professionals dedicated to providing quality, trusted services. Capstone aims to be a partner in clients' financial journeys, focusing on their unique aspirations and concerns.Read More

What are Capstone Financial Advisors social media links?
Capstone Financial Advisors Linkedin page
Is Capstone Financial Advisors a public company?
Capstone Financial Advisors is private company therefore does not currently have an official ticker symbol
See more information about Capstone Financial Advisors

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