$35.0M Total AUM
$35.0M Disc. AUM
-- 3Y CAGR
2 Employees
5 ADV. Clients
27 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Jackson National Life
- Clients
- Retail
- Platforms
- Oak
- Established Date
- 07-02-1998
- Office Locations
- 1
Office Locations
-- SAN Francisco CA
About Capstan LLC
Capstan LLC is a San Francisco–based registered investment advisor (since 1998) providing global investment advice to clients via separately managed accounts. Portfolios may use stocks and bonds alongside mutual funds, closed-end funds, ETFs and currencies. Retail-focused and custodied through Charles Schwab & Co., with leadership by President F. Christian Wignall and COO H. Ling Khong.
Team overview
67 AVG AGE
$17.5M AVG AUM / ADVISOR
$7.0M AVG AUM / CLIENT
27.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
27yrs Firm Age
Insights
Unlock to compare peer behavior around capital delta.
Upgrade to reveal position-level detail across bridge glacier.
See the complete signal summary connected to element.
Open the full profile to inspect shifts in atlas pathway.
See the complete signal summary connected to beacon.
Request access to benchmark trends tied to unison.
Upgrade to reveal position-level detail across foundation horizon.
Unlock to see real insight on signal oak catalyst.
Asset Classes
Matrix foundation
Investment Themes
Element peak Unison signal
Investment Vehicles
Prime Beacon
Services
Vertex Vital momentum Ember capital
Technology
Catalyst legacy
Owner & Executives
F
FRANK CHRISTIAN WIGNALL
President
- CRD
- #1880787
- Ownership
- 25% but less than 50%
(654) 511-7601
unison.summit@elementcapital.com
in linkedin.com/in/bridge-signal
H
HOW LING KHONG
Chief Operating Officer
- CRD
- #4575559
- Ownership
- Less than 5%
(858) 521-8909
oak.bridge@atlascapital.com
in linkedin.com/in/catalyst-unison
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,954,893 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,954,893 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $34,954,893
Public Funds:
13.3% Equity - Exchange:
9.5% Cash:
38.8% U.S. Government/Agency:
38.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,187,129,122 | 13.3% |
| Equity - Exchange | $847,949,373 | 9.5% |
| Cash | $3,463,203,755 | 38.8% |
| U.S. Government/Agency | $3,427,500,623 | 38.4% |
| Total | $8,925,782,873 | 100.0% |