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Capstone Investment Group CRD 159918
$176M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2405 Evergreen Park Drive Sw Bldg A, Olympia, WA 98502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-02 |
Branch Locations
2405 Evergreen Park Drive Sw Bldg A, Olympia, WA 98502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones Investments | St. Louis | MO | 12/2018 | 08/2021 |
| Truckfitters | Boerne | TX | 08/2016 | 08/2018 |
| Unemployed | Boerne | TX | 08/2018 | 12/2018 |
| Kendall County Veterinary Center | Boerne | TX | 05/2015 | 05/2016 |
| Usaa Investment Services Company | San Antonio | TX | 10/2022 | 11/2023 |
| Capital Farm Credit | Dalhart | TX | 11/2021 | 08/2022 |
| Stone Oak Wealth Management, Llc | San Antonio | TX | 11/2023 | 04/2025 |
| Capstone Investment Group, Llc | San Antonio | TX | 12/2025 | Present |
| Unemployed | Boerne | TX | 04/2025 | 12/2025 |
| Unemployed | Boerne | TX | 08/2022 | 11/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-14 |
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