CAPSTONE RIA

Overview

Capstone Ria is an independent registered investment adviser that serves individual and family clients with a fee model tied to a percentage of assets under management. The firm focuses on financial planning and portfolio management for individuals and small businesses, and its public filings indicate a clear tilt toward pooled public funds and ETFs as the primary vehicle for client equity exposure. Capstone Ria is not configured as a capital allocator and does not position itself as an active ESG investor; instead, it appears to favor broad-market, cost-efficient instruments for core allocations alongside targeted use of fixed income and alternative exposure. The manager profile suggests a largely passive, fund-centric approach: the largest positions are in index-based vehicles, and most of the reported equity exposure sits in ETFs rather than individual equities. That positioning lends itself to scalable portfolio construction across many client accounts while allowing room for complementary allocations—specifically real estate and digital currency—delivered through third-party managers or fund vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices