Overview
Assets Under Management: $176 million
Headquarters: OLYMPIA, WA
High-Net-Worth Clients: 51
Average Client Assets: $1.3 million
Frequently Asked Questions
CAPSTONE INVESTMENT GROUP 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 #159918), CAPSTONE INVESTMENT GROUP is subject to fiduciary duty under federal law.
CAPSTONE INVESTMENT GROUP is headquartered in OLYMPIA, WA.
CAPSTONE INVESTMENT GROUP serves 51 high-net-worth clients according to their SEC filing dated March 06, 2026. View client details ↓
According to their SEC Form ADV, CAPSTONE INVESTMENT GROUP offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
CAPSTONE INVESTMENT GROUP manages $176 million in client assets according to their SEC filing dated March 06, 2026.
According to their SEC Form ADV, CAPSTONE INVESTMENT GROUP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.83%
Average Client Assets: $1.3 million
Total Client Accounts: 1,353
Discretionary Accounts: 1,353
Regulatory Filings
CRD Number: 159918
Filing ID: 2065955
Last Filing Date: 2026-03-06 10:40:48