CAPSTONE FINANCIAL Overview

Capstone Financial Advisors Inc. is an investment advisor that manages 1.2 BN dollars in regulatory AUM and has 21 employees, of which 17 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 135MM in positions, representing 11% of the manager's regulatory AUM.

CAPSTONE FINANCIAL StockAlpha

-1.8%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CAPSTONE FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VIG 37.58% ETF 3.4% -0.36% 1 6%
MDY 18.2% ETF 9.25% 0.82% 0 10%
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FEATURED IN
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CAPSTONE FINANCIAL Founders and Key Employees

Name Title In Position Since
Troy E. Bute Secretary-Treasurer/Chief Compliance Officer May-1999
J F. Verkamp President May-1999
Richard G. Marks Chief Operating Officer January-2008

CAPSTONE FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company

CAPSTONE FINANCIAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

METHODS OF ANALYSIS AND ASSOCIATED RISKS

Our investment approach has three core components: 1) Asset class decisions, or the appropriate mix of cash, bonds, stocks, and other assets classes, take precedence in our portfolio structuring process, 2) underlying portfolio cost considerations are an important determination in the overall success of investment
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experience, and 3) the proper positioning of certain asset classes or specific investment holdings can enhance tax efficiency of an investment portfolio, leading to a better overall investor return expectation. We use the following methods of analysis in formulating our investment advice and/or managing client assets:

Mutual fund and/or ETF analysis. Generally, we consider the experience and track record of the manager of the mutual fund or ETF in an attempt to determine if that manager has demonstrated an ability to invest over a period...
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CAPSTONE FINANCIAL Portfolio Concentration

CAPSTONE FINANCIAL Location

2001 BUTTERFIELD ROAD, STE 1750
DOWNERS GROVE, Illinois
UNITED STATES, 60515

CAPSTONE FINANCIAL Contact Information

Phone Number: 630-241-0833
Fax Number: 630-241-0834
Website:

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