$35.0M Total AUM
$35.0M Disc. AUM
-- 3Y CAGR
2 Employees
5 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Jackson National Life
- Clients
- Retail
- Platforms
- --
- 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
28 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Matrix foundation
Custodian
Pathway fusion
Investment Themes
Element peak Unison signal
Investment Vehicles
Prime Beacon
Services
Vertex Vital momentum Ember capital
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
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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 | -- |
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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% |