Capstone Global Advisors, LLC
Capstone Global Advisors, LLC (CRD# 277104) is a financial advisory firm headquartered in Wedowee, AL. They manage $5,428,500 in 56 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management5MILLION
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Total Number of Accounts56ACCOUNTS
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Average Account Value$96,938
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, GA
Financial Advisors at Capstone Global Advisors, LLC
1
Stephanie Bacak (CRD# 2506003) is an Investment Advisor Representative working at Capstone Global Advisors, LLC in Wedowee, AL and has over 28 years of experience in the finance industry. Stephanie Bacak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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