David Frazier
Kapstone Financial Advisors · Lebanon, Ohio
David Frazier is a fee-only financial advisor at Kapstone Financial Advisors in Lebanon, Ohio, who holds the CFP credential. David focuses on small business owners, physicians & residents and estate & legacy planning. Kapstone Financial Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Physicians
- Multi-generational families
Facts
| Firm | Kapstone Financial Advisors |
|---|---|
| Based in | Lebanon, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $322.3M across 1,086 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 2910287 |
| Exams passed | Series 63 (1997) · Series 65 (1997) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.kapstoneadvisors.com |
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Questions about David
Is David Frazier a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Kapstone Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Kapstone Financial Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is David Frazier based?
David Frazier is based in Lebanon, Ohio.
What does David specialize in?
David's specialties include small business owners, physicians & residents and estate & legacy planning. David works with physicians and multi-generational families.
What credentials does David Frazier hold?
David Frazier holds the CFP credential.
Is David Frazier registered with the SEC?
Yes. David Frazier is registered as an investment adviser representative in OH (CRD 2910287), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kapstone Financial Advisors manage?
Kapstone Financial Advisors reports $322.3M across 1,086 accounts in assets under management.
How do I contact David Frazier?
Through David's website, www.kapstoneadvisors.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
- Kapstone Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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