Overview
Assets Under Management: $459 million
Headquarters: EDINA, MN
High-Net-Worth Clients: 144
Average Client Assets: $0.8 million
Frequently Asked Questions
CAPSTONE ADVISORY GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #153443), CAPSTONE ADVISORY GROUP LLC is subject to fiduciary duty under federal law.
CAPSTONE ADVISORY GROUP LLC is headquartered in EDINA, MN.
CAPSTONE ADVISORY GROUP LLC serves 144 high-net-worth clients according to their SEC filing dated September 11, 2018. View client details ↓
According to their SEC Form ADV, CAPSTONE ADVISORY GROUP LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
CAPSTONE ADVISORY GROUP LLC manages $459 million in client assets according to their SEC filing dated September 11, 2018.
According to their SEC Form ADV, CAPSTONE ADVISORY GROUP LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 144
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.52%
Average Client Assets: $0.8 million
Total Client Accounts: 5,533
Discretionary Accounts: 766
Non-Discretionary Accounts: 4,767
Regulatory Filings
CRD Number: 153443
Filing ID: 1239940
Last Filing Date: 2018-09-11 09:35:00