Capstone Global Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 277104
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI40.24%
- Pension & Profit Sharing Plans38.19%
- Individuals21.57%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Capstone Global Advisors, LLC is an independent registered investment adviser organized as an LLC and registered to operate in Alabama and Georgia. The firm serves both individual and family clients as well as institutional accounts, with an owner-controlled structure. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting support, and client education through seminars and workshops. Compensation is delivered through a mix of percentage-of-AUM fees, hourly billing, and fixed-fee engagements. The firm does not identify as an active ESG investor and does not act as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds56%
- Cash & Cash Equivalents18%
- US Government Bonds12%
- Exchange Traded Equities11%
- State & Local Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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