RIA Intel›Advisers›California›CAPSTONE PACIFIC INVESTMENT STRATEGIES, INC.

CAPSTONE PACIFIC INVESTMENT STRATEGIES, INC.

Advisory

CA

Data as of Mar 20, 2026 · Source: SEC Form ADV

Rank in CA
#3,523
of 5,480 advisers by AUM
Average account
$99K
across 477 accounts
AUM per adviser
$24M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM
$47M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$47M
Discretionary AUM$44M
Non-Discretionary AUM$4M
Discretionary %92.3%
Total Clients303
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates In7 states
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

MMGC INC.
PALM DESERT, CA
$47M
+2.2% 1Y
SOUND INVESTMENT MANAGEMENT, LLC
NEWPORT BEACH, CA
$47M
SHUYI KONG WEALTH MANAGEMENT, INC.
MILLBRAE, CA
$47M
ELEVATE CAPITAL MANAGEMENT, L.L.C.
SAN FRANCISCO, CA
$47M
KS GLOBAL ADVISORS, INC.
$47M
VELA CONSULTING, LLC
$47M

Get the full picture on CAPSTONE PACIFIC INVESTMENT STRATEGIES, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CAPSTONE PACIFIC INVESTMENT STRATEGIES, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans