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 serves a mix of individual clients — including high net worth households — as well as ERISA pension and profit‑sharing plans, corporations, and charitable organizations. The firm offers discretionary portfolio management, financial planning and consulting, and retirement‑plan advisory services (including ERISA fiduciary and 3(38) investment manager arrangements). Its investment approach combines fundamental and technical research, charting and cyclical analysis with the use of artificial intelligence across many growth models (with advisors retaining the ability to override AI recommendations). Capstone implements both dynamic/tactical and buy‑and‑hold strategies and may use a wide range of instruments, from ETFs and mutual funds to structured notes, options, managed futures, real estate partnerships and other alternative vehicles. Capstone’s brochure discloses an uncommon level of brokerage and insurance integration for a team firm: the adviser is affiliated with a FINRA‑member broker/dealer, some investment adviser representatives also serve as registered representatives and as licensed life‑insurance agents (insurance activities are described as typically consuming less than 2% of advisors’ time), and the firm receives platform, research and referral arrangements from custodians and third‑party managers. One owner also maintains a separate law practice offering business formation and limited estate planning, and these multi‑capacity relationships and third‑party platform links are highlighted as potential conflicts of interest in the firm’s disclosures.
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.
Name |
Location |
Years of experience |
|---|---|---|
Olympia, WA
| 17
| |
Olympia, WA
| 35
| |
Olympia, WA
| 17
| |
Olympia, WA
| 11
| |
Olympia, WA
| 17
| |
Olympia, WA
| 9
| |
Olympia, WA
| 26
|
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