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CAPSTONE INVESTMENT GROUP
OLYMPIA, WA
360-570-9888
SEC #801-121820Total AUM
$176.4M
Employees
13Clients
568Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2405 EVERGREEN PARK DRIVE SW BLDG A
OLYMPIA
WA 98502
United States
OLYMPIA
WA 98502
United States
Operating Hours
M-TH 9-5 TO M-TH 9-5 AND FRIDAY'S 9-3PM
M-T 8AM-5PM, FRIDAY 8-3PM
M-T 8AM-5PM, FRIDAY 8-3PM
Phone
360-570-9888
Other Offices
2
Financials
Total AUM
$176.4M
Accounts
1,353Discretionary
$176.4M
Accounts
1,353Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
509AUM
$99.5M
HNW Individual Clients
51AUM
$68.5M
Banking Clients
2AUM
$6.4M
Charitable Organization Clients
2AUM
$123K
Insurance Company Clients
2AUM
$725K
Corporation or Business Clients
2AUM
$1.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator False Statement/DishonestyOther Regulator Violation Finding
State Registrations
AZCANEORTXWAWI
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.