Capstone Investment Group LLC

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Assets, Funds, Holdings

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Capstone Investment Group LLC
CRD #159918
SEC #801-121820
CIK #0001808129, 0001558432
AUM $152.4 M (2025-07-02)
Employees 9 (56% Investors, 33% Brokers)
Phone360-570-9888
Address2405 Evergreen Park Drive SW Bldg A
Olympia, WA 98502
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
16012896643202011201620212026
Sector Form 13F Holdings Value ($M)
Apple Inc 11.4
Shopify Inc 7.8
Amazon Com Inc 6.4
Microsoft Corp 3.8
MongoDB Inc 3.8
Abbott Laboratories 2.9
Paypal Holdings Inc 2.8
Wal Mart Stores Inc 2.7
Verizon Communications Inc 2.6
Intel Corp 2.3
View All
Holdings by Sector ($M)
13010478522602019201920202021
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 442 86.0
(b) Individuals (high net worth individuals) 43 59.1
(c) Banking or thrift institutions 2 5.5
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 2 0.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 2 0.7
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 2 1.1
(n) Other 0 0.0
Total 1,178 152.4
By Discretionary
Discretionary 1,178 152.4
Non-Discretionary 0 0.0
Total 1,178 152.4
By Non-United States Persons
Non-United States Persons 0.6
United States Persons 151.9
Total 1,178 152.4
EDGAR Form CIK 2011 - 2025
10-K [0001558432]
10-Q [0001558432]
3 [0001558432]
4 [0001558432]
5 [0001558432]
8-K [0001558432]
D [0001558432]
SC 13D [0001558432]
13F-HR [0001808129]
Form 13D/13G Filer Form 13D/13G Subject Filed
Capstone Financial Group Inc Twinlab Consolidated Holdings Inc [2014-12-17]
Schneider George Leon Capstone Financial Group Inc [2013-09-17]
Pastor Darin Richard Capstone Financial Group Inc [2013-09-17]
Form 3/4/5 Subject 2011 - 2025
Capstone Financial Group Inc
Pastor Darin Richard
Pastor Tracy Anne
Johnson Halford W
Schneider George Leon
Twinlab Consolidated Holdings Inc
Faught Ryan
Lane Matthew A
Comparable Firms State AUM ($B)
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0.2
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Investor Advisory Group LLC
NC 0.2
Whalen Capital Inc
WI 0.2
Leeds Capital Group LLC
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Bannerman Wealth Management Group LLC
TX 0.2
L&S Investment Advisors LLC
FL 0.2
Hill Country Retirement Solutions LLC
TX 0.2
G Dewayne McAnally LLC
OK 0.2
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