Bellingham, WA Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Capstone RIA
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Firm-wide stats for Capstone RIA
About
Capstone RIA provides investment advisory, financial planning, and retirement-plan consulting to individuals, high‑net‑worth clients, families, business owners and corporations. The firm also supports held‑away defined‑contribution participant accounts via a third‑party Pontera platform and aggregates client reporting through Black Diamond.
The firm implements tailored, discretionary portfolios built on a long‑term, diversified framework that commonly includes ETFs, individual equities, bonds, REITs and alternative exposures; investment decisions are guided by each client’s objectives, time horizon and risk tolerance. Capstone routinely recommends Charles Schwab for custody, uses systematic rebalancing and conducts periodic portfolio reviews.
Capstone reports approximately $241 million in discretionary assets across about 262 client relationships while reporting one registered investment adviser representative, producing an unusually high AUM and client count per adviser compared with peers and suggesting a scaled operational model. The firm’s use of multiple offices, third‑party technology (Pontera for held‑away assets, Black Diamond for reporting) and its disclosed ability to include digital assets and alternative strategies are notable operational features relative to typical firms in its peer group.
Based on Capstone RIA
Expertise
Based on Capstone RIA
Location
Bellingham WA
Advisors at this office
1
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