Capstone Investment Management LLC

Capstone Investment Management LLC (CRD# 281042) is a financial advisory firm headquartered in Palm Coast, FL. They manage $43,886,503 in 351 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
18 Market Ave., Suite 100, Palm Coast, FL 32164
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    351
    ACCOUNTS
  • Average Account Value
    $125,033
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Capstone Investment Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Keith Wiltfong, financial advisor Palm Coast FL
Keith A. Wiltfong
CRD#: 6191142
18 Market Ave., Suite 100, Palm Coast, FL 32164

Keith Wiltfong (CRD# 6191142) is an Investment Advisor Representative working at Capstone Investment Management LLC in Palm Coast, FL and has over 10 years of experience in the finance industry.

2
Connie Wiltfong, financial advisor Ormond Beach FL
Connie L. Wiltfong
CRD#: 7481191
570 Memorial Circlee, Suite 325, Ormond Beach, FL 32174

Connie Wiltfong (CRD# 7481191) is an Investment Advisor Representative working at Capstone Investment Management LLC in Ormond Beach, FL and has 1 year 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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