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CAPSTONE FINANCIAL ADVISORS, INC.

EIN 36-4296290-financial services-Latest filing 2025
Plans
1
Retirement
1
$9.6M assets
Welfare
0
Participants
45
2001 BUTTERFIELD ROAD, SUITE 1750 - DOWNERS GROVE, IL 60515630-241-0833capstone-advisors.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$9.6M - 45 part

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Retirement#001

CAPSTONE FINANCIAL ADVISORS 401(K) PLAN

401k

Assets$9.6M
Participants45
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAPSTONE FINANCIAL ADVISORS 401(K) PLAN401k$9.6M452025
Retirement plans
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