CAPSTONE FINANCIAL ADVISORS INC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $2.87B |
| Discretionary | $2.86B100% of AUM |
| Non-Discretionary | $7.9M |
| Client Accounts | 4,173 |
| Avg Account Size | $687K |
| Employees | 30 |
| Peak AUM | $2.87BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.9B | +17.5% | +16.3% | +9.3% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $2.87B |
| Discretionary | $2.86B |
| Employees | 30 |
| Client Accounts | 4173 |
| Client Range | More than 500 |
Contact & Location
Address
2001 BUTTERFIELD ROAD
DOWNERS GROVE IL 60515
Phone
630-241-0833
Filing History
38 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$2.9B
99.7% of AUM
Non-Discretionary
$8M
0.3% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported