Capstone Investment Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Olympia, WA. Its latest Form ADV filing, dated March 6, 2026, reports $176M in regulatory assets under management, 13 employees, 2 offices, and 1,353 accounts.
Assets Under Management
$176M
Employees
13
Offices
2 offices
Total Clients
568
Primary office
OLYMPIA, WA
2405 EVERGREEN PARK DRIVE SW BLDG A, OLYMPIA, WA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 89.6% of total clients.
Top client categories% of clientsClients
1
Individuals
89.6%
509
2
HNWI
9.0%
51
3
Banks
0.4%
2
4
Charitable
0.4%
2
5
Insurance Cos.
0.4%
2
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$176Mas of March 6, 2026
Discretionary100.0%
$176M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$176M
Total Accounts1,353
10Y AUM Change+$67M (+61.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee44:1
10Y Employee Change+6 (+85.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.