David Kronour
David Kronour is a CFP-designated registered investment advisor at Kapstone Financial Advisors LLC, based in Lebanon, OH, with 19 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 508 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kapstone Financial Advisors charges a fee based on the value of your portfolio, ranging from 0.50% to 1.50% per year. The specific fee depends on the complexity of the services, the amount of assets managed, and the overall relationship with the firm. Fees are paid monthly, in advance. Certain clients may be subject to a legacy fee schedule.
Location
212 N. Broadway Street, Lebanon, OH, 45036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is a licensed insurance professional at the same address as his advisory business. This activity is not investment-related and takes about 10-20% of his time.
Employment History
Current Registrations
Kapstone Financial Advisors LLC
Previous Registrations
National Securities CorporationBroker
National Asset Management, INC.
United Advisors Services, LLC
FsicBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.