Capstone RIA
Capstone RIA is an SEC-registered mass-market adviser in Bellingham, WA with $241.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Capstone RIA: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 334343, SEC 801-131983, data through 2026-02-10.
- AUM (assets under management / regulatory AUM)
- $241.1M (2026-02-10)
- Firm type
- Mass-Market Adviser
- Location
- Bellingham, WA
- Employees
- 3
- Clients
- 262
- CRD
- 334343
- Ownership
- Vogt, LAURYN, ANNE; SIHOTA, LETTIE, ELIZABETH; RYAN, TYLER, EUGENE
How much AUM does Capstone RIA have?
Capstone RIA reported $241.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-10).
Who owns Capstone RIA?
Disclosed owners and executives of Capstone RIA include Vogt, LAURYN, ANNE, SIHOTA, LETTIE, ELIZABETH, RYAN, TYLER, EUGENE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.