Capstone Investment Group

RIASEC RegisteredEst. 2021

Total AUM

$176M

Discretionary

$176M

100% of AUM

Avg account

$130K

Accounts

1,353

Employees

13

Advisory reps

7

Firm details

Headquarters: Olympia, Washington
CRD number: 159918
Registered since: July 22, 2021
Website: www.yourcapstone.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals56.41%
HNWI38.83%
Banking / Thrift Institutions3.62%
Corporations / Businesses0.66%
Insurance Companies0.41%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Capstone Investment Group is an SEC-registered limited liability company that began registration in 2021 and operates as a capital allocator to both individual/family and institutional clients. The firm blends advisory work—financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers—with broker/dealer and insurance brokerage activities. Its billing approach combines percentage-of-AUM fees with hourly charges. The firm is not identified as an active ESG investor in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds69%
Exchange Traded Equities19%
Cash & Cash Equivalents8%
US Government Bonds4%

Owners & executives

2 of 2

Jonathan Leymaster
Chief Growth OfficerCRD 5196126
Travis Bator
Chief Compliance OfficerCRD 5241485

Contacts

3 of 5

Jeffrey Wachtman
Portfolio ManagerCRD 1599824
Donna Monda
Certified Financial PlannerCRD 6512199
Bryan Pettit
Investment AdvisorCRD 5696287

Unlock 2 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Olympia, WA

Thurston

Location

Olympia, WA

Headquartered in Olympia, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area: Seattle-Tacoma, WA
Region: West
County: Thurston
Address: 2405 Evergreen Park Dr Sw
Time zone: PT (UTC-8)
Office locations

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