# CAPSTONE ASSET MANAGEMENT, LLC

CAPSTONE ASSET MANAGEMENT, LLC of ALLENTOWN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 155846
- Type: SEC-registered investment adviser
- SEC file number: 801-72116
- Location: 968 POSTAL ROAD, STE 220, ALLENTOWN, PA, 18109
- Phone: 800-257-2574
- Latest filing: 2025-01-07
- Regulatory AUM: $241.3M
- Non-discretionary AUM: $241.3M
- Clients: 1
- Accounts: 2

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Pooled vehicles

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| John Andrew Schick | SOLE MEMBER/ CHIEF COMPLIANCE OFFICER | — |
| SCHICK JOHN ANDREW | PRESIDENT/ CHIEF COMPLIANCE OFFICER; SOLE MEMBER/ CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/155846/brochure
- Similar advisers: https://search.stillhousedata.com/firm/155846/similar
- Related entities: https://search.stillhousedata.com/firm/155846/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/155846

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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.