David Robert Frazier
Investment adviser representative at Kapstone Financial Advisors LLC
24 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$322.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Kapstone Financial Advisors LLCFeb 2026 to now
- Kovack Advisors, IncAug 2006 to Feb 2026
- Kovack Securities, Inc.Dec 2002 to Feb 2026
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (OH).
Kapstone Financial Advisors LLC
$322.3MAssets managed
508Clients
4Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2910287
- Firm CRD
- 318885