Capstone Investment Group, LLC
● SEC registered since 2021CRD 159918SEC# 801-121820Olympia, WA
Reg. AUM
$342.7M
Employees
13
Accounts
1,328
Location
Olympia, WA
About Capstone Investment Group
Capstone Investment Group provides wealth management for individuals and families through disciplined investment management and planning. The firm also offers an advisor platform intended to help independent advisors grow practices with shared infrastructure and research support.
Summary based on the firm’s website.
Capstone Investment Group, LLC assets under management
Capstone Investment Group, LLC operates as an SEC-registered investment adviser based in Olympia, WA. The firm has been registered since 2021. It reports $342.7 million in regulatory assets under management and employs 13 people.
Capstone Investment Group, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Strategic Legacy Group, LLC Control | Holding Company | Over 75% | 2024 |
| Travis Leigh Bator Control | Chief Compliance Officer/Chief Operating Officer | Under 5% | 2025 |
| Genesis2021 Control | Owner | 50-75% | 2021 |
| Rfng LLC Control | Owner | 50-75% | 2009 |
Frequently asked questions
How much does Capstone Investment Group, LLC manage?
Capstone Investment Group, LLC reports $342.7 million in regulatory assets under management on its Form ADV.
How many employees does Capstone Investment Group, LLC have?
Capstone Investment Group, LLC reports 13 employees.
Where is Capstone Investment Group, LLC located?
Capstone Investment Group, LLC is based in Olympia, WA and has been SEC-registered since 2021.
Does Capstone Investment Group, LLC disclose fund performance?
Capstone Investment Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2405 Evergreen Park Drive SW Bldg a, Olympia, WA 98502 |
| Phone | 360-570-9888 |
| Fax | 360-528-2017 |
| Office hours | M-Th 9-5 To M-Th 9-5 And Friday'S 9-3p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$342.7M▲ 125%
Jan '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,389 advisers
EmployeesTop 34%
More than 66% of 16,799 advisers
Assets under management
$342.7Mregulatory AUM
Discretionary $338.5MNon-discretionary $4.3M