C
$9.7M Total AUM
$9.5M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Element foundationPathway +more
- Established Date
- 09-14-2015
- Office Locations
- 1
Office Locations
-- Wedowee AL
About Capstone Global Advisors, LLC
Capstone Global Advisors, LLC is a CFP-led wealth management and investment planning firm serving individuals with personalized strategies for wealth accumulation, retirement planning, asset protection, and estate planning. The practice emphasizes risk management and uses public markets vehicles including ETFs, mutual funds, and fixed income. Custody is reported with Charles Schwab & Co.
Team overview
-- AVG AGE
$9.7M AVG AUM / ADVISOR
$278.3K AVG AUM / CLIENT
0.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Radial Element Alpha oak
Client Personas
Meridian momentum
Custodian
Focus legacy Delta
Investment Themes
Atlas horizon Delta harbor
Investment Vehicles
Unison oak
Services
Legacy Oak Glacier momentum North North zenith Pioneer summit
Technology
Capital peak Pathway Zenith frontier Pioneer zenith
Owner & Executives
STEPHANIE Bunn BACAK
Chief Compliance Officer, Managing Member
- CRD
- #2506003
- Ownership
- 75% or more
(669) 890-5368
pathway.summit@momentumcapital.com
in linkedin.com/in/beacon-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,518,590 | -- |
| Non-Discretionary | $221,117 | -- |
| Total | $9,739,707 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,739,707
Public Funds:
21.0% Cash:
19.8% U.S. Government/Agency:
10.3% Equity - Exchange:
25.5% Municipal Bonds:
23.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,804,460,699 | 21.0% |
| Cash | $1,701,348,659 | 19.8% |
| U.S. Government/Agency | $885,045,009 | 10.3% |
| Equity - Exchange | $2,191,130,849 | 25.5% |
| Municipal Bonds | $2,010,684,779 | 23.4% |
| Total | $8,592,669,995 | 100.0% |