Capstone Pacific Investment Strategies

Capstone Pacific Investment Strategies (CRD# 154819) is a financial advisory firm headquartered in Covina, CA. They manage $24,051,425 in 294 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    294
    ACCOUNTS
  • Average Account Value
    $81,808
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

CA, TX

Financial Advisors at Capstone Pacific Investment Strategies
Showing 1 - 4 of 4 top financial advisors.
1
Casey L. Morris
CRD#: 5485375
970 South Village Oak Drive, Suite 205, Covina, CA 91724
96
Wealthminder
score

Casey Morris (CRD# 5485375) is an Investment Advisor Representative working at Capstone Pacific Investment Strategies in Covina, CA and has over 8 years of experience in the finance industry. Casey Morris 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
Jonathan A. Teran
CRD#: 3165394
970 South Village Oak Drive, Suite 205, Covina, CA 91724
96
Wealthminder
score

Jonathan Teran (CRD# 3165394) is an Investment Advisor Representative working at Capstone Pacific Investment Strategies in Covina, CA and has over 17 years of experience in the finance industry. Jonathan Teran 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.

3
Norman A. Blieden
CRD#: 4195617
970 South Village Oak Drive, Suite 205, Covina, CA 91724
93
Wealthminder
score

Norman Blieden (CRD# 4195617) is an Investment Advisor Representative working at Capstone Pacific Investment Strategies in Covina, CA and has over 14 years of experience in the finance industry.

4
Bryce B. Pease
CRD#: 854522
970 South Village Oak Drive, Suite 205, Covina, CA 91724
86
Wealthminder
score

Bryce Pease (CRD# 854522) is an Investment Advisor Representative working at Capstone Pacific Investment Strategies in Covina, CA and has over 25 years of experience in the finance industry. Bryce Pease 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.

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