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David Charles Kronour

KAPSTONE FINANCIAL ADVISORS LLC·LEBANON, Ohio
Clean recordKAPSTONE FINANCIAL ADVISORS LLC
212 N. BROADWAY STREET, LEBANON, OH 45036CRD# 5173536Firm CRD# 318885

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Charles Kronour · LEBANON, OH
Registration
CRD #5173536 · KAPSTONE FINANCIAL ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Charles Kronour is a registered financial advisor based in LEBANON, Ohio, affiliated with KAPSTONE FINANCIAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
KAPSTONE FINANCIAL ADVISORS LLC
KAPSTONE FINANCIAL ADVISORS LLC
AUM
$205M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at KAPSTONE FINANCIAL ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5173536
Firm CRD# 318885
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Charles Kronour offer?
David Charles Kronour specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LEBANON, Ohio for a consultation.
What are David Charles Kronour's credentials?
David Charles Kronour is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Charles Kronour located?
David Charles Kronour is based in LEBANON, Ohio, working with KAPSTONE FINANCIAL ADVISORS LLC. Their office serves clients in the LEBANON metropolitan area and surrounding communities.
How does David Charles Kronour charge for services?
David Charles Kronour's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KAPSTONE FINANCIAL ADVISORS LLC?
KAPSTONE FINANCIAL ADVISORS LLC has approximately 5 employees and manages $205M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)DAYTON (59)INDEPENDENCE (48)PEPPER PIKE (37)WESTLAKE (37)
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Research
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