Capstone Pacific Investment Strategies

Overview

Capstone Pacific Investment Strategies is an independent, owner-operated registered investment adviser that combines advisory services with insurance brokerage. The firm serves both individual and family clients as well as select institutional relationships, and its advisory menu emphasizes financial planning, portfolio management for individuals and small businesses, pension consulting and client education through seminars and workshops. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, allowing flexibility for planning-only clients or project work. Investment activity is concentrated in pooled public-market vehicles rather than direct stock selection or heavy use of separate managed mandates. The firm does not identify itself as an active ESG investor and does not position as a capital allocator to private fund managers; instead, it uses insurance and annuity products as part of client solutions, aligning with its dual advisory and brokerage activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices