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Aldo Salvatore Vultaggio

Investment Adviser Representative at Capstone Financial Advisors Inc

Downers Grove, ILCRD #5270484Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Aldo Salvatore Vultaggio is an investment adviser representative with Capstone Financial Advisors Inc in Downers Grove, IL, where they have been registered since 2016. They have worked in the securities industry since 2008 and were previously registered with AEPG Wealth Strategies. They are registered to provide investment advice in Illinois and Texas.

Office

2001 Butterfield Road, Suite 1750
Downers Grove, IL 60515

Advisors at this office: 13

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Illinois, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Capstone Financial Advisors IncCurrent
9/23/2016 – Downers Grove, IL
AEPG Wealth Strategies
1/8/2008 – 7/30/2016Warren, NJ

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Capstone Financial Advisors Inc
    Aug 2016 – no end date reportedDowners Grove, IL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Capstone Financial Advisors Inc

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other
Firm account minimum
$1,000,000 (waivable)
Firm's annual rate schedule by assets
  • First $2,000,0001.00%
  • Next $2,000,0000.75%
  • Next $2,000,0000.60%
  • Over $6,000,0000.50%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Capstone offers comprehensive wealth management services including investment management, tax planning and preparation, retirement planning, education planning, estate planning, risk management, and family office services for multi-generational wealth management.

Retirement PlanningInvestment ManagementEstate PlanningTax PlanningInsuranceCollege PlanningWealth ManagementRisk Management
Firm areas of expertise
Fee-onlyFiduciaryWealth ManagementInvestment ManagementTax PlanningRetirement PlanningEstate PlanningEducation PlanningRisk ManagementFamily OfficeGoal-based Financial Planning+1 more

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable Organizations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
17
Offices listed on AdvisorFinder:
2
Main office:
Downers Grove, IL
Founded:
1999
SEC file number:
801-56979

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 31, 2026

View full firm profile

Other advisors at Capstone Financial Advisors Inc

Showing 12 of 17 in the directory

View Capstone Financial Advisors Inc firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Aldo Salvatore Vultaggio has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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