Capstone Investment Management LLC
Firm details
- Headquarters
- Palm Coast, Florida
- CRD number
- 281042
- Website
- capstoneplanning.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI68.79%
- Individuals31.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Capstone Investment Management LLC is an independent, privately owned advisory firm organized as an LLC and registered at the state level in Florida. The firm serves individual and family clients and operates as a capital allocator, directing client capital into third-party managers where appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Compensation is handled through a mix of asset-based fees and fixed fees. The firm maintains an affiliation with an insurance company, which informs some of its product set and distribution options.
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 Funds50%
- Exchange Traded Equities44%
- Cash & Cash Equivalents5%
- Other1%
Owners & executives
1 of 1
Keith Wiltfong
Managing Director, Chief Compliance OfficerCRD 6191142
Contacts
1 of 1
Connie Wiltfong
Owner, AgentCRD 7481191
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Palm Coast, FL
Flagler
Location
Palm Coast, FL
Headquartered in Palm Coast, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Flagler
- Address
- 18 Market Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Johnson Wealth Management, LLC
RIAPalm Coast, FL
Capital Q Management LLC
RIAMaitland, FL
Statetrust Capital, LLC
RIABoca Raton, FL
Taylor & Williams, Inc.
RIALutz, FL
Ballard Wealth Management LLC
RIAClermont, FL
Cannon Global Investment Management, LLC
RIADavie, FL