CAPSTONE Investment Group, LLC

EST. AUM
$176,450,000

CONTACTS

CLIENT ACCOUNTS
1,353

Firm Details

Metro area Seattle
CRD Number 159918
Website yourcapstone.com
Client types

Overview

Capstone Investment Group, LLC is an independent, relationship-driven registered investment advisory firm established in 2012. Owned by Strategic Legacy Group, LLC, the Olympia, Washington-based firm operates under a strict fiduciary standard to help individuals, multi-generational families, and small business owners navigate complex financial environments. Rather than relying on rigid or passive-only strategies, Capstone implements active, ongoing portfolio management that dynamically aligns with clients' changing life stages, risk profiles, and generational goals. In addition to personal wealth engineering, Capstone functions as a strategic operational partner for independent advisors, providing scaling infrastructure and backend resources. The firm also coordinates minor fixed annuity and lifecycle asset protection strategies through its integrated insurance agency structure.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

CAPSTONE Investment Group, LLC

Platform Details

Investment Preferences

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