David
Kronour

Kapstone Financial Advisors LLC

CRD#5173536
Investment Advisor
in Lebanon, OH

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About this Advisor

David Kronour is a financial advisor based in Lebanon, Ohio, working with Kapstone Financial Advisors LLC. David has previously held positions at Ameriprise Financial Services, Inc, National Asset Management, National Securities Corporation, United Advisors Services, LLC, Fsic, and Kapstone Financial Advisors LLC. David has passed the Series 66 regulatory exam and is registered to provide services in Ohio and Texas. Currently, David is part of Kapstone Financial Advisors LLC, which operates out of Lebanon, Ohio. The firm has 5 employees and manages assets totaling $204.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Kapstone Financial Advisors LLC includes asset-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

212 N. Broadway Street Suite. 200
Lebanon, OH 45036

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Kapstone Financial Advisors LLC Brokerage Details

Total Assets Under Management

$204,832,267

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

5

OH Average: 34
Total Number of Accounts

945

OH Average: 1,972
Average Account Size

$216,754

OH Average: $1,068,125

Investment Advisory Services

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

David Kronour Work History

2022 - Present (3 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

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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

Roy Mcguffin
Lebanon, OH
David Kronour
Lebanon, OH
Randall Kronour
Lebanon, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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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.

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