A complete list of active advisors currently associated with Capstone Investment Group
Warmer can help you find a great advisor at Capstone Investment Group or one who fits your needs even better.
CAPSTONE Investment Group serves individual and high‑net‑worth investors and also works with retirement plans, corporations, and charitable organizations; the firm’s brochure also notes occasional banking/thrift and insurance company clients in its client mix. It provides discretionary asset management, financial planning and consulting, pension consulting, and ERISA fiduciary services for retirement plans, including both non‑discretionary advice and Section 3(38) discretionary management. The firm’s advisors make portfolio decisions using a mix of fundamental, technical, cyclical analysis and dynamic allocation techniques, and incorporate AI-driven models as a guide for many growth strategies while retaining human oversight to override model recommendations. CAPSTONE also directs clients to third‑party managers and uses platforms and custodial relationships (including SEI and Schwab) to implement model portfolios and reporting, and conducts periodic account reviews at least quarterly. Notable distinctions include advisors who are registered representatives of an affiliated broker‑dealer (M.S. Howells & Co.) and many who are licensed insurance agents, arrangements that can generate commissions and other compensation in addition to advisory fees and are disclosed as potential conflicts of interest. A firm principal maintains a separate law practice providing business formation and estate document services, and the firm’s combination of advisory, brokerage‑affiliated activities, insurance sales, and platform relationships is less common among similarly sized advisory teams.
To learn more about the advisors currently working at Capstone Investment Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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