Thomas Capstick

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2022 → 06/2025
  Pazera Capital Management, Inc
  South Lake, TX
• 06/2022 → 04/2026
  Geneos Wealth Management
  South Lake, TX
• 01/2018 → 06/2022
  Texas Christian University
  Fort Worth, TX
• 01/2014 → 01/2018
  Lake Forest High School
  Lake Forest, IL
• 05/2026 → Present
  Morgan Stanley
  Chicago, IL

Previous Registrations

• 2025-05-29 → 2026-04-27
  Geneos Wealth Management, Inc.
  Chicago, IL
  Southlake, TX
• 2023-03-21 → 2025-06-30
  Pazera Capital Management, Inc.
  Rockport, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-01-23