Randall
Kronour

Kapstone Financial Advisors LLC

CRD#3174513
Investment Advisor
in Lebanon, OH

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About this Advisor

Randall Kronour is a financial advisor based in Lebanon, Ohio, working with Kapstone Financial Advisors LLC. Randall has previously held positions at Ameriprise Advisor Services, Ameriprise Financial Services, Inc, Kapstone Financial Advisors LLC, National Securities Corporation, United Advisors Services, LLC, National Asset Management, and Fsic. Randall has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, Randall 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 high-net-worth clients and offers services including 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 63, Series 65

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

Randall Kronour Work History

2022 - Present (2 years)

Kapstone Financial Advisors LLC

2020 - 2022 (2 years)

National Securities Corporation

2020 - 2022 (2 years)

National Asset Management

2018 - 2020 (2 years)

United Advsiors Services, LLC

2018 - 2020 (2 years)

Fsic

2009 - 2018 (9 years)

Ameriprise Advisor Services

2009 - 2018 (9 years)

Ameriprise Financial Services, Inc

Disclosures

Please visit the SEC profile of Randall 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
Lebanon, OH
Randall Kronour
Lebanon, OH
Roy Mcguffin
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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