Capstone Financial Advisors
Likely to Engage tag.Highly Engaged Employees

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

About Capstone Financial Advisors

Capstone Financial Advisors is a fee-only financial advisory firm based in Downers Grove, Illinois, specializing in wealth management for high-net-worth individuals, families, and institutions. The firm emphasizes a personal approach, focusing on understanding clients' financial goals and building trust through direct communication. Their team of skilled financial professionals is dedicated to providing tailored financial solutions that align with clients' aspirations. Capstone aims to be a partner in clients' financial journeys, ensuring that their financial decisions support their overall life objectives.Explore more
Capstone Financial Advisors's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Capstone Financial Advisors Org Chart

PhoneEmail
RM
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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
RM
Richard MarksChief Operating Officer
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2011
MK
Maureen KimballSenior Vice President, Senior Wealth Manager
<$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

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: Radnor Financial Advisors, Core Wealth Management, Bay Harbor Wealth Management, Ratcliff Financial Services
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 wealth management for high-net-worth individuals, families, and institutions. The firm emphasizes a personal approach, focusing on understanding clients' financial goals and building trust through direct communication. Their team of s... killed financial professionals is dedicated to providing tailored financial solutions that align with clients' aspirations. Capstone aims to be a partner in clients' financial journeys, ensuring that their financial decisions support their overall life objectives.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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