# CAPSTONE ADVISORY GROUP LLC

CAPSTONE ADVISORY GROUP LLC of EDINA, MN is an SEC-registered investment adviser.

## Registration

- CRD: 153443
- Type: SEC-registered investment adviser
- SEC file number: 801-71325
- Location: 7701 FRANCE AVE S, SUITE 625, EDINA, MN, 55435
- Phone: 952-562-2440
- Latest filing: 2019-09-23
- Regulatory AUM: $442.7M
- Discretionary AUM: $144.3M
- Non-discretionary AUM: $298.4M
- Clients: 6
- Accounts: 3,756

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| SIVERHUS SCOTT MICHAEL | MANAGING PARTNER; MEMBER/SECRETARY; PARTNER | — |
| MORTENSON GREGORY JERALD | CHIEF COMPLIANCE OFFICER; MANAGING PARTNER; MANAGING PARTNER/CHIEF FINANCIAL OFFICER (+1 more) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/153443/brochure
- Similar advisers: https://search.stillhousedata.com/firm/153443/similar
- Related entities: https://search.stillhousedata.com/firm/153443/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/153443

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.