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Bryan William Pettit

Capstone Investment Group

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About Bryan William Pettit

Bryan Pettit is a financial advisor with Capstone Investment Group. Bryan has over 13 years of experience in the financial services industry and holds both Series 63 and 65 licenses. Bryan’s professional experience has included working for Private Client Services, LLC and CUSO Financial Services, L.P. Bryan has a strong commitment to providing personalized financial advice to individuals and families. Bryan is committed to helping clients achieve their financial goals.

Firm Information

Bryan Pettit is currently registered with Capstone Investment Group. Capstone Investment Group is an investment advisor based in OLYMPIA, WA. The firm has 3 licensed agents, 4 investment adviser representatives, and 2 registered representatives. They manage approximately $152.4 million in assets for 1,178 clients, including high-net-worth individuals, corporations, and individuals. Capstone Investment Group provides financial planning and portfolio management services. They also select other advisers for their clients.
Capstone Investment Group

2405 EVERGREEN PARK DRIVE SW BLDG A

OLYMPIA, WA 98502

$152.42M

Assets Under Management

Not reported

Total Clients

4

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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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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percentage of assets

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

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Bryan Pettit’s Registration & Firm History

WA

08/16/2018 - Present

Capstone Investment Group (OLYMPIA WA)

WA

08/30/2018 - 02/22/2023

PRIVATE CLIENT SERVICES, LLC (Olympia WA)

WA

04/01/2013 - 08/14/2018

CUSO FINANCIAL SERVICES, L.P. (SHELTON WA)

WA

05/25/2010 - 04/29/2013

PROEQUITIES, INC. (UNIVERSITY PLACE WA)

NC

10/01/2009 - 05/14/2010

UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 06/12/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/30/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bryan William Pettit.
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