Capstone Investment Financial Group, LLC

Capstone Investment Financial Group, LLC (CRD# 122575) is a financial advisory firm headquartered in Webster, NY. They manage $136,995,368 in 979 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    137
    MILLION
  • Total Number of Accounts
    979
    ACCOUNTS
  • Average Account Value
    $139,934
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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
The map below shows states where this firm has explicit registration only.

CA, CO, FL, NC, NJ, NY, TX

Financial Advisors at Capstone Investment Financial Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
James B. Cornehlsen
CRD#: 4589630
115 West Salori Court, Webster, NY 14580

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

2
William R. Sigrist
CRD#: 5241921
115 West Salori Court, Webster, NY 14580

William Sigrist (CRD# 5241921) is an Investment Advisor Representative working at Capstone Investment Financial Group, LLC in Webster, NY and has over 16 years of experience in the finance industry.

3
Ryan M. Turbyfill
CRD#: 6789678
115 West Salori Court, Webster, NY 14580

Ryan Turbyfill (CRD# 6789678) is an Investment Advisor Representative working at Capstone Investment Financial Group, LLC in Webster, NY and has over 7 years of experience in the finance industry.

4
Lindsey A. Simek
CRD#: 6979602
115 West Salori Court, Webster, NY 14580

Lindsey Simek (CRD# 6979602) is an Investment Advisor Representative working at Capstone Investment Financial Group, LLC in Webster, NY and has over 3 years of experience in the finance industry.

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