Capstan LLC

Capstan LLC (CRD# 111937) is a financial advisory firm headquartered in , . They manage $3,639,934 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.capstanglobal.com
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $1,213,311
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Capstan LLC
Showing 1 - 2 of 2 top financial advisors.
1
Frank Wignall, financial advisor San Francisco CA
Frank C. Wignall
CRD#: 1880787
San Francisco, CA
93
Wealthminder
score

Frank Wignall (CRD# 1880787) is an Investment Advisor Representative working at Capstan LLC in San Francisco, CA and has over 29 years of experience in the finance industry.

2
How Ling Khong, financial advisor San Francisco CA
How Ling Khong
CRD#: 4575559
San Francisco, CA
87
Wealthminder
score

How Ling Khong (CRD# 4575559) is an Investment Advisor Representative working at Capstan LLC in San Francisco, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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