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Capstone Investment Management LLC

Headquartered in PALM COAST, FL

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Firm Information

Capstone Investment Management LLC is an investment advisor with 2 licensed agents and 2 investment advisor representatives. The firm manages approximately $43,886,503 in assets for 351 clients. They offer financial planning, pension consulting, and portfolio management for individuals. Their client base includes 73 high-net-worth individuals with $32,834,667 in assets under management and 128 individuals other than high-net-worth with $11,051,836 in assets under management.

Capstone Investment Management LLC

$43.89M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

CAPSTONE INVESTMENT MANAGEMENT LLC has a total of 2 branch locations across the country.
location

Ormond Beach, FL

location

PALM COAST, FL

Advisors at Capstone Investment Management LLC

View All 2 Advisors
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Keith Adam Wiltfong

CFP®, RA

PALM COAST, FL

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Connie Louise Wiltfong

CFC®, RA

Ormond Beach, FL

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Disclosures

There are no public disclosures for Capstone Investment Management LLC.

Frequently Asked Questions (7)

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