Managing Member / Managing Director / Chief Compliance Officer · Kapstone Financial Advisors LLC
David C. Kronour
CRD 5173536 · Named on Form ADV at one SEC-registered adviser
At a glance
Kapstone Financial Advisors LLC, an SEC-registered wealth manager based in Lebanon, OH with $322 million in regulatory assets, lists David C. Kronour on its Form ADV as Managing Member / Managing Director / Chief Compliance Officer, a control person.
Firms and roles
- Kapstone Financial Advisors LLCManaging Member / Managing Director / Chief Compliance OfficerWealth manager · Lebanon, OH · $322M in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.