Capstone Global Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 277104
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI40.24%
- Pension & Profit Sharing Plans38.19%
- Individuals21.57%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Capstone Global Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm targets both individual and family clients as well as institutional relationships. Its fee arrangements are flexible and include a percentage-of-AUM model alongside hourly and fixed-fee engagements. Listed advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars and workshops. Capstone does not identify as an active ESG investor and is not marked as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds56%
- Cash & Cash Equivalents18%
- US Government Bonds12%
- Exchange Traded Equities11%
- State & Local Bonds3%
Owners & executives
1 of 1
Stephanie Bacak
CEOCRD 2506003
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Simplified Wealth LLC
RIAAdaptive Financial Solutions Inc
RIAFPR Investments LLC
RIAHommel Wealth Management, Inc.
RIAGarden City, NY
Champion Financial Planning LLC
RIADreamfield Planning Group, LLC
RIABraintree, MA