Capstone Investment Financial Group, LLC
Capstone Investment Financial Group, LLC is an SEC-registered mass-market adviser in Webster, NY with $174.6M assets under management (AUM, regulatory AUM), +28% over one year. See who owns Capstone Investment Financial Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 122575, SEC 801-67699, data through 2026-02-23.
- AUM (assets under management / regulatory AUM)
- $174.6M (2026-02-23)
- Firm type
- Mass-Market Adviser
- Location
- Webster, NY
- Employees
- 6
- Clients
- 392
- CRD
- 122575
- Ownership
- CORNEHLSEN, JAMES, BRYAN; CORNEHLSEN, ELIZABETH, A.; CARR, MICHAEL, JOHN; ZEMANN, ANN, TERESE; Turbyfill, Ryan, Mark
How much AUM does Capstone Investment Financial Group, LLC have?
Capstone Investment Financial Group, LLC reported $174.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-23).
Who owns Capstone Investment Financial Group, LLC?
Disclosed owners and executives of Capstone Investment Financial Group, LLC include CORNEHLSEN, JAMES, BRYAN, CORNEHLSEN, ELIZABETH, A., CARR, MICHAEL, JOHN, ZEMANN, ANN, TERESE, Turbyfill, Ryan, Mark. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.