# Capstone Investment Financial Group, LLC

Capstone Investment Financial Group, LLC is a Registered Investment Adviser based in Webster, United States.

## Overview

- **Organization type:** Registered Investment Adviser
- **Headquarters:** Webster, United States
- **Region:** North America
- **Address:** Webster, NY, United States
- **Assets under management:** $174.6M regulatory AUM (Form ADV, September 2026)
- **Website:** capstoneinvest.com

## Regulatory record

- **CRD number:** 122575
- **SEC file number:** 801-67699
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-09-24
- **Reports private funds:** Yes

## About

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.

---

Updated: 2026-10-14T19:21:12.885Z

Canonical page: https://altss.com/profile/capstone-investment-financial-group

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology