Overview
- Headquarters
- Bellingham, WA
- Total Firm Assets
- $241 million
- Average High-Net-Worth Client Portfolio Size
- $1.9 million
Fee Disclosure
Source: CAPSTONE RIA (2026-01-21) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $4,000,000 | 1.00% |
| $4,000,001 | and above | 0.80% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $48,000 | 0.96% |
| $10 million | $88,000 | 0.88% |
| $50 million | $408,000 | 0.82% |
| $100 million | $808,000 | 0.81% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 67.03%
- Number of High-Net-Worth Clients
- 87
- Total Client Accounts
- 636
- Discretionary Accounts
- 636
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 334343
- CAPSTONE RIA (2026-01-21) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗