Capstone Investment Group
Capstone Investment Group is an SEC-registered mass-market adviser in Olympia, WA with $176.4M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Capstone Investment Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 159918, SEC 801-121820, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $176.4M (2026-03-06)
- Firm type
- Mass-Market Adviser
- Location
- Olympia, WA
- Employees
- 13
- Clients
- 566
- CRD
- 159918
- Ownership
- DRENNON, SANDRA, KAY; DRENNON, MICHAEL, D; RFNG LLC; STRATEGIC LEGACY GROUP, LLC; BATOR, TRAVIS, LEIGH
How much AUM does Capstone Investment Group have?
Capstone Investment Group reported $176.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Capstone Investment Group?
Disclosed owners and executives of Capstone Investment Group include DRENNON, SANDRA, KAY, DRENNON, MICHAEL, D, RFNG LLC, STRATEGIC LEGACY GROUP, LLC, BATOR, TRAVIS, LEIGH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.