Capstone Investment Group

Capstone Investment Group (CRD# 159918) is a financial advisory firm headquartered in Olympia, WA. They manage $74,208,243 in 916 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    916
    ACCOUNTS
  • Average Account Value
    $81,013
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
Sandra K. Drennon
CRD#: 2124900
2401 Bristol Ct Sw, Ste D-101, Olympia, WA 98502

Sandra Drennon (CRD# 2124900) is an Investment Advisor Representative working at Capstone Investment Group in Olympia, WA and has over 28 years of experience in the finance industry.

2
Patrick E. McClelland
CRD#: 2156148
2401 Bristol Ct Sw, Ste D-101, Olympia, WA 98502

Patrick McClelland (CRD# 2156148) is an Investment Advisor Representative working at Capstone Investment Group in Olympia, WA and has over 28 years of experience in the finance industry.

3
Bryan W. Pettit
CRD#: 5696287
2401 Bristol Ct Sw, Ste D-101, Olympia, WA 98502

Bryan Pettit (CRD# 5696287) is an Investment Advisor Representative working at Capstone Investment Group in Olympia, WA and has over 10 years of experience in the finance industry.

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

Jeffrey Wachtman (CRD# 1599824) is an Investment Advisor Representative working at Capstone Investment Group in Olympia, WA and has over 29 years of experience in the finance industry.

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