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CAPSTONE INVESTMENT MANAGEMENT LLC
CRD 281042
18 MARKET AVE., SUITE 100, PALM COAST, FL, 32164, United States
Phone
386-202-4498
Fax
386-202-4497
Registration
— (—)
Source
State registered
Total AUM
$93.5M
Discretionary AUM
$93.5M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 188 | $29.2M |
| High net worth individuals | 108 | $64.3M |
Official SEC filing: View on IAPD