Be advised. This firm is no longer registered.

Capstone Advisory Group LLC

Capstone Advisory Group LLC (CRD# 153443) is a financial advisory firm headquartered in Edina, MN. They manage $422,404,022 in 5,120 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    422
    MILLION
  • Total Number of Accounts
    5,120
    ACCOUNTS
  • Average Account Value
    $82,501
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, MN, TX, WI

Financial Advisors at Capstone Advisory Group LLC
No Advisor Found.
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