Capstone Investment Financial Group, LLC

Capstone Investment Financial Group, LLC (CRD# 122575) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $97,496,335 in 1,254 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    1,254
    ACCOUNTS
  • Average Account Value
    $77,748
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.

AZ, CA, CO, CT, FL, LA, MA, MI, MO, NE, NJ, OR, TX, UT, VA, WA

Financial Advisors at Capstone Investment Financial Group, LLC
Showing 1 - 4 of 4 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 22 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 15 years of experience in the finance industry.

3
William R. Sigrist
CRD#: 5241921
615 N. Nevada Ave., Colorado Springs, CO 80903
93
Wealthminder
score

William Sigrist (CRD# 5241921) is an Investment Advisor Representative working at Capstone Investment Financial Group, LLC in Colorado Springs, CO and has over 8 years of experience in the finance industry.

4
James B. Cornehlsen
CRD#: 4589630
615 N. Nevada Ave., Colorado Springs, CO 80903
90
Wealthminder
score

James Cornehlsen (CRD# 4589630) 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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