Capstone Investment Group
Firm details
- Headquarters
- Olympia, Washington
- CRD number
- 159918
- Registered since
- July 22, 2021
- Website
- www.yourcapstone.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals56.41%
- HNWI38.83%
- Banking / Thrift Institutions3.62%
- Corporations / Businesses0.66%
- Insurance Companies0.41%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Capstone Investment Group is an LLC that registered with the SEC in 2021 and functions as a capital allocator for individual, family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. It also conducts brokerage and insurance activities (registered representative of a broker‑dealer and insurance broker), which complements its use of insurance products in client portfolios. Fees are charged both as a percentage of assets under management and on an hourly basis. Capstone does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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 Funds69%
- Exchange Traded Equities19%
- Cash & Cash Equivalents8%
- US Government Bonds4%
Owners & executives
2 of 2
Jonathan Leymaster
Chief Growth OfficerCRD 5196126
Travis Bator
Chief Compliance OfficerCRD 5241485
Contacts
3 of 5
Bryan Pettit
Investment AdvisorCRD 5696287
Donna Monda
Certified Financial PlannerCRD 6512199
Jeffrey Wachtman
Portfolio ManagerCRD 1599824
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Olympia, WA
Thurston
Location
Olympia, WA
Headquartered in Olympia, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- Thurston
- Address
- 2405 Evergreen Park Dr Sw
- Time zone
- PT (UTC-8)
- Office locations
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