# Capstone RIA

Capstone RIA is a Multi Family Office based in Bellingham.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Bellingham
- **Assets under management:** Undisclosed
- **Website:** https://capstoneria.com
- **LinkedIn:** https://www.linkedin.com/company/capstone-ria-wealth-advisors

## Regulatory record

- **CRD number:** 334343
- **SEC file number:** 801-131983
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334343

## About

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.

## 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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- [Hilltop Planning](https://altss.com/profile/hilltop-planning)
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Last updated: 2026-07-09T01:05:17.998Z

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