CAPSTONE PACIFIC INVESTMENT STRATEGIES

CAPSTONE PACIFIC INVESTMENT STRATEGIES is an SEC-registered investment adviser (CRD 154819). Regulatory assets under management: $47.2M.

Registration

• CRD: 154819
• Type: Registered investment adviser
• Phone: 626-915-7006
• Latest filing: 2026-03-20
• Regulatory AUM: $47.2M
• Discretionary AUM: $43.6M
• Non-discretionary AUM: $3.6M
• Clients: 2
• Accounts: 477

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154819 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search