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 09/30/21. The fund's latest filing disclosed 1BN in positions, representing 106% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 09/30/21. The fund's latest filing disclosed 1BN in positions, representing 106% of the manager's regulatory AUM.
CAPSTONE FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CAPSTONE FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IWB | 16.69% | ETF | 8.8% | -0.04% | 1 | 5% | ||
| VTI | 12.88% | ETF | 8.87% | -0.02% | 0 | 11% | ||
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FEATURED IN
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
8
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...
Get the Full Report
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
8
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...
Get the Full Report
CAPSTONE FINANCIAL Portfolio Concentration
CAPSTONE FINANCIAL Location
2001 BUTTERFIELD ROAD, STE 1750
DOWNERS GROVE, Illinois
UNITED STATES, 60515
DOWNERS GROVE, Illinois
UNITED STATES, 60515
CAPSTONE FINANCIAL Contact Information
Phone Number: 630-241-0833
Fax Number: 630-241-0834
Website: https://www.capstone-advisors.com
Fax Number: 630-241-0834
Website: https://www.capstone-advisors.com
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