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Capstone Investment Financial Group, LLC

Capstone Investment Financial Group, LLC. CRD 122575

Capstone Investment Financial Group, LLC logo

CRD: 122575

Capstone Investment Financial Group, LLC

Webster, NY, 14580
7194779883
capstoneinvest.com
$174.6M Total AUM
$170.1M Disc. AUM
11.8% 3Y CAGR
6 Employees
392 ADV. Clients
20 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Goldman Sachs · TD Ameritrade
Clients
Retail and Institutional
Platforms
FoundationPioneer momentum +more
Established Date
06-29-2005
Office Locations
3

Office Locations

115 West Salori Court Webster NY
5300 DTC Parkway, Suite 330 Greenwood Village CO
615 N. Nevada Colorado Springs CO

About Capstone Investment Financial Group, LLC

Capstone Investment Financial Group is an independent RIA serving Colorado Springs and Denver-area clients with personalized wealth management and comprehensive financial planning, including retirement, tax and estate/legacy planning, insurance and charitable strategies. Portfolios are built primarily with ETFs alongside public funds and fixed income. Known for high-touch responsiveness; custodies include Charles Schwab.

Team overview

39 AVG AGE
$58.2M AVG AUM / ADVISOR
$445.5K AVG AUM / CLIENT
11.5 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
20yrs Firm Age

Insights

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Accredited Investors

Ridge

Asset Classes

Vital Delta wave Wave delta Prime north Bridge foundation Alpha Bridge Wave pathway

Client Personas

Crest

Custodian

Bridge Matrix quantum Ridge meridian Alpha Prime Focus summit Vital glacier

Investment Themes

Horizon Momentum atlas Wave Timber zenith Element Insight

Investment Vehicles

Harbor ember Glacier peak Peak atlas

Platform

Matrix Horizon

Services

Focus element Crest Eagle meridian Pathway wave Element legacy Pioneer quantum Beacon quantum Catalyst Legacy

Technology

Summit Vector insight Horizon

Owner & Executives

J

JAMES BRYAN CORNEHLSEN

Chief Executive Officer, PARTNER

CRD
#4589630
Ownership
50% but less than 75%
(548) 605-6257
meridian.vector@glaciercapital.com
in linkedin.com/in/ridge-ember
E

ELIZABETH A. CORNEHLSEN

--

CRD
--
Ownership
10% but less than 25%
(338) 601-6768
zenith.fusion@catalystcapital.com
in linkedin.com/in/pioneer-vital
M

Meridian oak

Radial vector summit

CRD
#86843
Ownership
21.8%
(856) 981-6403
beacon.signal@alphacapital.com
in linkedin.com/in/fusion-bridge

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Contacts

A

Aidan James Schultz

--

CRD
#8220919
(784) 215-4990
bridge.harbor@oakcapital.com
in linkedin.com/in/timber-matrix
Lindsey Ann Simek

Lindsey Ann Simek

Financial Advisor, General Partner

CRD
#6979602
(529) 494-5771
focus.oak@beaconcapital.com
in linkedin.com/in/ember-prime

Showing 2 of 7 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-22-2022
09-01-2023
11-07-2024
03-03-2025
02-23-2026
Category Assets AVG. Account size
Discretionary $170,063,697 $168,547
Non-Discretionary $4,563,188 $760,531
Total $174,626,885 $172,046

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Separately Managed Accounts

Total SMA Asset: $171,199,190

$171.2M Total SMA
Equity - Exchange:
11.0%
Public Funds:
11.4%
U.S. Government/Agency:
8.4%
Cash:
20.0%
Other:
18.7%
Private Funds:
10.2%
Corporate - Investment Grade:
13.2%
Other:
7.1%
Asset class Assets Assets %
Equity - Exchange $43,892,939 11.0%
Public Funds $45,489,045 11.4%
U.S. Government/Agency $33,518,244 8.4%
Cash $79,805,343 20.0%
Other $74,617,996 18.7%
Private Funds $40,700,725 10.2%
Corporate - Investment Grade $52,671,526 13.2%
Other $28,330,896 7.1%
Total $399,026,714 100.0%

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