Brian Peterson
Capstone Financial Advisors · Downers Grove, Illinois
Brian Peterson is a fee-only financial advisor at Capstone Financial Advisors in Downers Grove, Illinois, who holds the CFP credential. Capstone Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Capstone Financial Advisors |
|---|---|
| Based in | Downers Grove, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.87B across 4,173 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, TX · CRD 5477528 |
| Firm size | 30 employees |
| Disclosures | None reported |
| Website | www.capstone-advisors.com |
How Brian's firm compares
- Capstone Financial Advisors's average account is about $687,000, from its Form ADV (assets managed divided by 4,173 accounts).
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Questions about Brian
Is Brian Peterson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Capstone Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Capstone Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Peterson based?
Brian Peterson is based in Downers Grove, Illinois.
What credentials does Brian Peterson hold?
Brian Peterson holds the CFP credential.
Is Brian Peterson registered with the SEC?
Yes. Brian Peterson is registered as an investment adviser representative in IL and TX (CRD 5477528), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Capstone Financial Advisors manage?
Capstone Financial Advisors reports $2.87B across 4,173 accounts in assets under management.
How do I contact Brian Peterson?
Through Brian's website, www.capstone-advisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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