Capstone Pacific Investment Strategies

Capstone Pacific Investment Strategies (CRD# 154819) is a financial advisory firm headquartered in Brea, CA. They manage $36,698,133 in 275 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
265 South Randolph Ave, Suite 240, Brea, CA 92821
https://www.facebook.com/capstonepacific
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    275
    ACCOUNTS
  • Average Account Value
    $133,448
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, NE, TX

Financial Advisors at Capstone Pacific Investment Strategies
Showing 1 - 2 of 2 top financial advisors.
1
Casey Morris, financial advisor Brea CA
Casey L. Morris
CRD#: 5485375
265 South Randolph Ave, Suite 240, Brea, CA 92821

Casey Morris (CRD# 5485375) is an Investment Advisor Representative working at Capstone Pacific Investment Strategies in Brea, CA and has over 15 years of experience in the finance industry.

2
Bryce Pease, financial advisor Brea CA
Bryce B. Pease
CRD#: 854522
265 South Randolph Ave, Suite 240, Brea, CA 92821

Bryce Pease (CRD# 854522) is an Investment Advisor Representative working at Capstone Pacific Investment Strategies in Brea, CA and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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