Capstone Investment Group

Capstone Investment Group (CRD# 159918) is a financial advisory firm headquartered in Olympia, WA. They manage $52,000,000 in 700 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    700
    ACCOUNTS
  • Average Account Value
    $74,286
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, OR, WA, WI

Financial Advisors at Capstone Investment Group
Showing 1 - 4 of 4 top financial advisors.
1
Steven V. Elliott
CRD#: 5367984
2401 Bristol Ct Sw, Ste D-101, Olympia, WA 98502
96
Wealthminder
score

Steven Elliott (CRD# 5367984) is an Investment Advisor Representative working at Capstone Investment Group in Olympia, WA and has over 9 years of experience in the finance industry. Steven Elliott 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
Sandra K. Drennon
CRD#: 2124900
2401 Bristol Ct Sw, Ste D-101, Olympia, WA 98502
93
Wealthminder
score

Sandra Drennon (CRD# 2124900) is an Investment Advisor Representative working at Capstone Investment Group in Olympia, WA and has over 25 years of experience in the finance industry.

3
Patrick E. McClelland
CRD#: 2156148
2401 Bristol Ct Sw, Ste D-101, Olympia, WA 98502
93
Wealthminder
score

Patrick McClelland (CRD# 2156148) is an Investment Advisor Representative working at Capstone Investment Group in Olympia, WA and has over 25 years of experience in the finance industry.

4
Jeffrey A. Wachtman
CRD#: 1599824
2401 Bristol Ct Sw, Ste D-101, Olympia, WA 98502
93
Wealthminder
score

Jeffrey Wachtman (CRD# 1599824) is an Investment Advisor Representative working at Capstone Investment Group in Olympia, WA and has over 26 years of experience in the finance industry.

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