You're signed outSign in or to get full access.
Capstone Financial Advisors, Inc.
Capstone Financial Advisors, Inc. is a fee-only registered investment adviser headquartered in Downers Grove, Illinois. Founded in 1999, the firm specializes in providing personalized wealth management and financial planning services to high-net-worth individuals and their families, as well as select institutions. With approximately 30 employees, the firm emphasizes a partner-driven approach where clients work closely with credentialed financial professionals focused on long-term relationships and holistic financial strategies.
Investment Strategy
Capstone Financial Advisors utilizes a comprehensive, fee-only approach focusing on personal financial planning and investment management for high-net-worth individuals and families. The firm's investment philosophy centers on developing customized portfolios that reflect each client's unique goals, risk tolerance, and circumstances, while employing diversification, prudent asset allocation, and tax-efficient strategies. Capstone aims to deliver value through close client relationships, ongoing financial education, and pro-active wealth management designed to grow and protect client assets over the long term.
Latest 13F Filing Activity
Capstone Financial Advisors, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 174 equity positions with a total 13F market value of $2B. The fund increased holdings in Vanguard Index FDS, Ishares TR, Flexshares TR among other positions. Capstone Financial Advisors, Inc. reduced exposure to Mcdonalds Corp., Apple Inc., Grainger W W Inc. among others.
Top Holdings
Equity Positions (174)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 16.60% | $286.4M | 942,276 | $191.55 | $303.93 | +$22.3M |
I IWB | ISHARES TR | 13.02% | $224.5M | 661,216 | $159.87 | $339.57 | +$20.2M |
D DFAC | DIMENSIONAL ETF TRUST | 11.13% | $192.0M | 5,357,309 | $26.69 | $35.84 | +$8.3M |
N NFRA | FLEXSHARES TR | 7.62% | $131.5M | 2,124,810 | $51.01 | $61.88 | +$9.9M |
B BND | VANGUARD BD INDEX FDS | 7.23% | $124.7M | 1,693,913 | $78.41 | $73.63 | +$838.0K |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Chief Investment Officer | Chicago, IL , United States | |
A Alvaro Munoz | Research Analyst and Senior Trader | Chicago, IL , United States | |
 | Partner | Naperville, IL , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more