Webster, NY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Capstone Investment Financial Group, LLC
Supported
Firm-wide stats for Capstone Investment Financial Group, LLC
About
Capstone Investment Financial Group provides financial planning and discretionary and non-discretionary portfolio management to a mix of individual clients (including high-net-worth individuals), retirement plans, trusts, estates, charities, corporations, and other investment advisory firms. The firm also sponsors a wrap-fee program and offers sub-advisory services and project-based planning engagements.
The firm’s investment approach emphasizes assessing and managing risk rather than market timing, with portfolio reviews conducted at least monthly and model-driven strategies maintained for many clients. Capstone operates a suite of proprietary and themed strategies — including earnings-momentum, ETF-based strategic allocation, a diversified “MaxBalanced” approach with a sustainable variant, and a screening strategy focused on LGBT-friendly companies — and may employ hedging, leverage, derivatives, short sales, or borrowing in accounts when appropriate for a client’s risk profile.
Capstone is notable among similar-sized teams for acting as the investment manager and private fund adviser to a pooled vehicle that invests in privately sourced debt instruments, and for offering performance-based fee arrangements to qualified clients. The firm’s principals also maintain outside business activities tied to real estate operations and related services (including brokerage activity, property ownership and rental, and a landscaping business), which the brochure discloses as potential conflicts when those services are recommended to clients.
Expertise
Location
115 West Salori Court
Webster NY 14580
Advisors at this office
2
Advisors at this office
Ryan T
Series 65
Webster, NY
Capstone Investment Financial Group, LLC
Ryan Turbyfill is a financial advisor at Capstone Investment Financial Group, LLC with eight years of industry experience. He holds a Series 65 designation and has been involved in real estate sales through Re/Max Alliance/Turbyfill since 2002. Outside of financial advising, Turbyfill coaches endurance athletes through his business, Elevation Multisport LLC. Capstone Investment Financial Group serves individual investors, institutions, and various plan types by providing personalized investment management, financial planning, and retirement-plan advisory services. The firm emphasizes risk management over market timing, uses proprietary model strategies, and manages a pooled private vehicle focused on privately sourced debt.
James C
CFA®
Webster, NY
Capstone Investment Financial Group, LLC
James Cornehlsen is a CFA® charterholder with 20 years of experience in the financial industry. He has worked at Capstone Investment Financial Group, LLC since 2014 and has been with Dunn Warren Investment Advisors, LLC since 2001. Outside of advisory work, he operates AUM in a Box, a company providing marketing, coaching, sales consulting, and back-office solutions to financial advisors, and owns Fitter Financials, which offers bookkeeping services to business owners. Capstone Investment Financial Group primarily serves individual investors, investment companies, pension and profit-sharing plans, trusts, estates, charities, corporations, and other advisory firms. The firm provides personalized investment management, financial planning, and retirement-plan advisory services, emphasizing risk management through proprietary strategies and discretionary portfolio management.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)