RIA Intel›Advisers›Florida›CAPSTONE INVESTMENT MANAGEMENT LLC

CAPSTONE INVESTMENT MANAGEMENT LLC

Advisory

PALM COAST, FL

Data as of Apr 1, 2026 · Source: SEC Form ADV

Rank in FL

#1,349

of 2,610 advisers by AUM

Average account

$171K

across 546 accounts

AUM per adviser

$94M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 1, 2026.

Total AUM

$94M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$94M

Discretionary AUM$94M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients296

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

296 clients

108 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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