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Capstone RIA
Financial Clarity for the Energy Workforce | Our team at Capstone RIA specializes in 401(k) & retirement planning. With over 45 years industry combined...
Overview
Financial Clarity for the Energy Workforce | Our team at Capstone RIA specializes in 401(k) & retirement planning. With over 45 years industry combined experience, our team has worked extensively with 401(k) plans, pension funds, stock options and grant programs as well as other deferred compensation plans.
General information
Firm type
Multi Family Office
Location
City
Bellingham
Frequently asked questions
Who runs investment decisions at Capstone RIA?
Capstone RIA does not publicly disclose its leadership team or investment committee members. The firm operates as a registered investment advisor, which requires a regulated structure with named fiduciaries, but individual principals are not listed in available public records.
Which sectors does Capstone RIA explicitly avoid?
Capstone RIA does not publicly disclose explicit negative screens or sector avoidance policies. Without public documentation, any sector exclusions remain unknown.
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