# Capstone Pacific Investment Strategies

Capstone Pacific Investment Strategies is a Bank / Wealth / Trust based in Tustin, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Tustin, United States
- **Region:** North America
- **Address:** Covina, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** capstonepacificinc.com
- **LinkedIn:** https://www.linkedin.com/company/capstonepacific

## Regulatory record

- **CRD number:** 154819
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/154819

## About

Capstone Pacific Investment Strategies was established in 2010 as a US-based wealth manager and registered investment adviser. The firm provides investment advisory services that include retirement planning, education planning, and tax planning. It works with individuals, high-net-worth individuals, and business entities. No additional offices, team size, or recent operational events from the last 24 months are recorded.

## Sectors

- Federal Employees
- Employer Sponsored Plans

## Questions

### Who runs investment decisions at Capstone Pacific Investment Strategies?

No named principals or investment committee members are publicly identified.

### Does Capstone Pacific Investment Strategies participate in fund commitments or only direct deals?

Public information does not disclose participation in funds or direct investments.

### What investment stages does Capstone Pacific Investment Strategies typically target?

No information on investment stages is available from public sources.

## Related profiles

- [Capstone Capital](https://altss.com/profile/capstone-capital)
- [CapStreet Group](https://altss.com/profile/capstreet-group)

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Last updated: 2026-07-10T21:15:07.000Z

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