David
Kronour

Kapstone Financial Advisors LLC

CRD#5173536
Investment Advisor
in Dayton, OH

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

David Kronour is a certified financial planner working in Dayton, Ohio who has 1 year of relevant experience. Kronour works at Kapstone Financial Advisors LLC. Throughout their career, they have worked at Ameriprise Financial Services, Inc, National Asset Managment, National Securities Corporation, United Advisors Services, LLC, Fsic and Kapstone Financial Advisors LLC. Kronour holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Ohio and Texas. Kapstone Financial Advisors LLC is an advisory business that has its headquarters in Dayton, OH. The company has just four employees. It manages $183 million in assets between its 890 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 890 customer accounts, just 9% belong to high-net-worth individuals who have more than $1 million in investable assets. The firm has a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advice largely depend on which services the firm provides the client. However, fees charged by Kapstone Financial Advisors LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

7501 East Paragon Road Suite. 200
Dayton, OH 45459

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Kapstone Financial Advisors LLC Brokerage Details

Total Assets Under Management

$182,607,186

OH Average: $2,106,341,625
Total Number of Employees

4

OH Average: 34
Total Number of Accounts

890

OH Average: 1,972
Average Account Size

$205,177

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

David Kronour Work History

David has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Kapstone Financial Advisors LLC

2020 - 2022 (2 years)

National Asset Managment

2020 - 2022 (2 years)

National Securities Corporation

2018 - 2020 (2 years)

United Advisors Services, LLC

2018 - 2020 (2 years)

Fsic

2009 - 2018 (9 years)

Ameriprise Financial Services, Inc

2009 - 2018 (9 years)

Ameriprise Financial Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of David Kronour to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Kapstone Financial Advisors LLC

David Kronour
Dayton, OH
Roy Mcguffin
Dayton, OH
Randall Kronour
Dayton, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started