Jeremy Lorenz
Capstone Financial Advisors · Downers Grove, Illinois
Jeremy Lorenz 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 7920387 |
| Firm size | 30 employees |
| Disclosures | None reported |
| Website | www.capstone-advisors.com |
How Jeremy'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 Jeremy
Is Jeremy Lorenz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeremy 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 Jeremy charge for financial advice?
Jeremy's firm, Capstone Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeremy Lorenz based?
Jeremy Lorenz is based in Downers Grove, Illinois.
What credentials does Jeremy Lorenz hold?
Jeremy Lorenz holds the CFP credential.
Is Jeremy Lorenz registered with the SEC?
Yes. Jeremy Lorenz is registered as an investment adviser representative in IL and TX (CRD 7920387), 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 Jeremy Lorenz?
Through Jeremy'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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