Be advised. This firm is no longer registered.

Capstone Group LLC

Capstone Group LLC (CRD# 122911) is a financial advisory firm headquartered in San Diego, CA. They manage $11,000,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
12760 High Bluff Drive, Suite 120, San Diego, CA 92130
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $5,500,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Capstone Group LLC
No Advisor Found.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals