Nic Reed
Capstone Financial Advisors Inc. · Downers Grove, Illinois
Nic Reed is a fee-only financial advisor at Capstone Financial Advisors Inc. in Downers Grove, Illinois, who holds the CFP credential. Capstone Financial Advisors Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Capstone Financial Advisors Inc. |
|---|---|
| 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, TN, TX · CRD 7252345 |
| Exams passed | Series 66 (2020) |
| Firm size | 30 employees |
| Disclosures | None reported |
How Nic's firm compares
- Capstone Financial Advisors Inc.'s average account is about $687,000, from its Form ADV (assets managed divided by 4,173 accounts).
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Questions about Nic
Is Nic Reed a fee-only financial advisor?
Yes. Nic Reed is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Nic's firm.
How does Nic charge for financial advice?
Nic's firm, Capstone Financial Advisors Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nic Reed based?
Nic Reed is based in Downers Grove, Illinois.
What credentials does Nic Reed hold?
Nic Reed holds the CFP credential.
Is Nic Reed registered with the SEC?
Yes. Nic Reed is registered as an investment adviser representative in IL, TN and TX (CRD 7252345), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Capstone Financial Advisors Inc. manage?
Capstone Financial Advisors Inc. reports $2.87B across 4,173 accounts in assets under management.
How do I contact Nic Reed?
Contact details aren't on file yet. Search for Capstone Financial Advisors Inc..
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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