Capstone Investment Financial Group, LLC

Capstone Investment Financial Group, LLC (CRD# 122575) is a financial advisory firm headquartered in New City, NY. They manage $87,574,683 in 632 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    632
    ACCOUNTS
  • Average Account Value
    $138,568
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, CO, FL, LA, MI, NJ, NY, TX

Financial Advisors at Capstone Investment Financial Group, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Theodore (. Schwartz
CRD#: 2436391
615 N. Nevada Ave., Colorado Springs, CO 80903
96
Wealthminder
score

Theodore Schwartz (CRD# 2436391) is an Investment Advisor Representative working at Capstone Investment Financial Group, LLC in Colorado Springs, CO and has over 24 years of experience in the finance industry. Theodore Schwartz 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 put clients' interests first and comply with the Financial Planning Practice Standards.

2
Matthew D. Gensler
CRD#: 1312436
67 North Main Street, New City, NY 10956
93
Wealthminder
score

Matthew Gensler (CRD# 1312436) is an Investment Advisor Representative working at Capstone Investment Financial Group, LLC in New City, NY and has over 17 years of experience in the finance industry.

3
William R. Sigrist
CRD#: 5241921
67 N Main St., New City, NY 10956
93
Wealthminder
score

William Sigrist (CRD# 5241921) is an Investment Advisor Representative working at Capstone Investment Financial Group, LLC in New City, NY and has over 10 years of experience in the finance industry.

4
James B. Cornehlsen
CRD#: 4589630
67 N Main St., New City, NY 10956
90
Wealthminder
score

James Cornehlsen (CRD# 4589630) is an Investment Advisor Representative working at Capstone Investment Financial Group, LLC in New City, NY and has 1 year of experience in the finance industry.

5
Ryan M. Turbyfill
CRD#: 6789678
67 N Main St., New City, NY 10956
88
Wealthminder
score

Ryan Turbyfill (CRD# 6789678) is an Investment Advisor Representative working at Capstone Investment Financial Group, LLC in New City, NY and has 1 year of experience in the finance industry.

6
Hillary A. Hienton
CRD#: 6447112
615 N. Nevada Ave., Colorado Springs, CO 80903
87
Wealthminder
score

Hillary Hienton (CRD# 6447112) is an Investment Advisor Representative working at Capstone Investment Financial Group, LLC in Colorado Springs, CO and has 1 year of experience in the finance industry.

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