Capstone Investment Management LLC
Capstone Investment Management LLC (CRD# 281042) is a financial advisory firm headquartered in Palm Coast, FL. They manage $43,886,503 in 351 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Capstone Investment Management LLC
By the Numbers
-
Total Assets Under Management44MILLION
-
Total Number of Accounts351ACCOUNTS
-
Average Account Value$125,033
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Capstone Investment Management LLC
1
Keith Wiltfong (CRD# 6191142) is an Investment Advisor Representative working at Capstone Investment Management LLC in Palm Coast, FL and has over 11 years of experience in the finance industry.
2
Connie Wiltfong (CRD# 7481191) is an Investment Advisor Representative working at Capstone Investment Management LLC in Ormond Beach, FL and has 1 year of experience in the finance industry.
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