Capstone Investment Group

Capstone Investment Group (CRD# 159918) is a financial advisory firm headquartered in Olympia, WA. They manage $139,055,396 in 1,156 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    139
    MILLION
  • Total Number of Accounts
    1,156
    ACCOUNTS
  • Average Account Value
    $120,290
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, OR, TX, WA

Financial Advisors at Capstone Investment Group
Showing 1 - 3 of 3 top financial advisors.
1
Sandra K. Drennon
CRD#: 2124900
2405 Evergreen Park Drive Sw Bldg A, Olympia, WA 98502

Sandra Drennon (CRD# 2124900) is an Investment Advisor Representative working at Capstone Investment Group in Olympia, WA and has over 32 years of experience in the finance industry.

2
Bryan W. Pettit
CRD#: 5696287
2405 Evergreen Park Drive Sw Bldg A, Olympia, WA 98502

Bryan Pettit (CRD# 5696287) is an Investment Advisor Representative working at Capstone Investment Group in Olympia, WA and has over 14 years of experience in the finance industry.

3
Jeffrey A. Wachtman
CRD#: 1599824
2405 Evergreen Park Drive Sw Bldg A, Olympia, WA 98502

Jeffrey Wachtman (CRD# 1599824) is an Investment Advisor Representative working at Capstone Investment Group in Olympia, WA and has over 33 years of experience in the finance industry.

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