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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Capstone Capital LLC
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|---|---|
| CRD # | 123764 |
| SEC # | 801-108040 |
| CIK # | 0001993327 |
| AUM | $360.5 M (2025-03-13) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 702-433-7588 |
| Address | 2600 Paseo Verde Parkway Henderson, NV 89074-7167 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Microsoft Corp | 0.8 | |
| Apple Inc | 0.7 | |
| Nvidia Corp | 0.6 | |
| Las Vegas Sands Corp | 0.4 | |
| Amazon Com Inc | 0.3 | |
| J P Morgan Chase & Co | 0.3 | |
| Broadcom Inc | 0.3 | |
| Alphabet Inc | 0.2 | |
| Lilly Eli & Co | 0.2 | |
| Chevron Corp | 0.2 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 109 | 42.4 |
| (b) Individuals (high net worth individuals) | 90 | 268.8 |
| (c) Banking or thrift institutions | 1 | 47.6 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 537 | 360.5 |
| By Discretionary | ||
| Discretionary | 537 | 360.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 537 | 360.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 360.5 | |
| Total | 537 | 360.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001993327] |
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|---|---|---|
|
Brandon Financial Planning Inc
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TN | 0.4 |
|
Fellowship Financial Planning LLC
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|
WA | 0.4 |
|
Wills Financial Group LLC
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VA | 0.4 |
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Solomon API LLC
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FL | 0.4 |
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Cedar Wealth Management LLC
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CA | 0.4 |
|
Red Wave Investments LLC
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PA | 0.4 |
|
Leading Edge Financial Planning LLC
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|
TN | 0.4 |
|
Oneascent Family Office LLC
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|
AL | 0.4 |
|
Westbourne Investment Advisors Inc
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|
MD | 0.4 |
|
Hilton Head Financial Advisors Inc
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|
SC | 0.4 |