James Marquez
Capstone Financial Advisors · Downers Grove, Illinois
James Marquez 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.
Request an introduction to James →
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 7860373 |
| Firm size | 30 employees |
| Disclosures | None reported |
| Website | www.capstone-advisors.com |
How James's firm compares
- Capstone Financial Advisors's average account is about $687,000, from its Form ADV (assets managed divided by 4,173 accounts).
Request an introduction to James
Tell James a little about what you're looking for. James isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about James
Is James Marquez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?
James's firm, Capstone Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Marquez based?
James Marquez is based in Downers Grove, Illinois.
What credentials does James Marquez hold?
James Marquez holds the CFP credential.
Is James Marquez registered with the SEC?
Yes. James Marquez is registered as an investment adviser representative in IL and TX (CRD 7860373), 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 James Marquez?
Through James'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.
See something wrong? Request a correction. Read our methodology.