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Capstone Investment Financial Group, LLC
Capstone Investment Financial Group, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 122575, SEC file 801-67699),...
Overview
Capstone Investment Financial Group, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 122575, SEC file 801-67699), with its main office in Webster, New York. Its Form ADV filed on 24 September 2026 reports $174.6M in regulatory assets under management across 1,015 accounts. The firm reports that it advises one or more private funds.
General information
Firm type
Registered Investment Adviser
AUM
$174.6M regulatory AUM (Form ADV, September 2026)
Location
Region
North America
Country
United States
City
Webster
Corporate office
Webster, NY, United States
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