Capstone Financial Advisors Inc

Capstone Financial Advisors, Inc. is a registered investment adviser established in Downers Grove, Illinois, with a branch office in Brentwood, TN. The firm offers portfolio management services, including private fund investment options, for clients with varying risk tolerances and financial circumstances. They manage client advisory accounts on both a discretionary and nondiscretionary basis, tailoring portfolios to individual needs. Capstone Financial employs fundamental analysis and cyclical analysis in their investment strategies, focusing on long-term purchases and opportunistic purchases. The firm does not charge performance-based fees and serves a diverse client base, including high net worth individuals, pension plans, trusts, and corporations. Clients can expect transparent fee structures for portfolio management services, financial planning, and pension consulting. Capstone Financial does not vote proxies on behalf of clients and maintains a strict Code of Ethics to ensure client interests are prioritized. The firm does not have any disciplinary events to disclose and does not engage in principal transactions. Clients can expect regular reviews of their accounts and access to comprehensive financial planning services. Capstone Financial primarily custodies client assets at Schwab Institutional and does not vote proxies on behalf of clients. The firm does not require payment of fees in advance exceeding $1,200 per client.