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CAPSTONE INVESTMENT GROUP
CAPSTONE INVESTMENT GROUP, LLC
CRD 159918 · SEC 801-121820
2405 EVERGREEN PARK DRIVE SW BLDG A, OLYMPIA, WA, 98502, United States
Phone
360-570-9888
Fax
360-528-2017
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$176.4M
Discretionary AUM
$176.4M
Team
13 total employees; 9 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 509 | $99.5M |
| High net worth individuals | 51 | $68.5M |
| Banking/thrift institutions | 2 | $6.4M |
| Charitable organizations | 2 | $123K |
| Insurance companies | 2 | $725K |
| Corporations/business entities | 2 | $1.2M |
States served
AZ, CA, NE, OR, WI, WA, TX
All web addresses on file
Official SEC filing: View on IAPD