Capstan LLC

Capstan LLC (CRD# 111937) is a financial advisory firm headquartered in , . They manage $16,853,876 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $16,853,876
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
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 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
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.

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