CRD: 281042
Capstone Investment Management LLC
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- Custodian
- Charles Schwab & Company · Deutsche Bank · Wells Fargo
- Clients
- Retail
- Platforms
- Bridge zenithDelta
- Established Date
- 09-10-2015
- Office Locations
- 2
Office Locations
About Capstone Investment Management LLC
Capstone Investment Management (CapstonePlanning.com) is a Florida-based retirement-focused advisory firm serving people in or nearing retirement. The team builds holistic retirement plans addressing taxes, fees, and risk, and engages prospects through live retirement workshops and in-office reviews. Portfolios are ETF-centric and supported by risk profiling tools (Nitrogen/Riskalyze). Led by CFP Keith A. Wiltfong.
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Owner & Executives
KEITH ADAM WILTFONG
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #6191142
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Connie Louise Wiltfong
Manager
- CRD
- #7481191
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,527,066 | -- |
| Non-Discretionary | $0 | -- |
| Total | $93,527,066 | -- |
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Separately Managed Accounts
Total SMA Asset: $93,527,066
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $466,418,257 | 15.4% |
| Equity - Exchange | $1,120,615,292 | 37.0% |
| Cash | $1,156,959,572 | 38.2% |
| Other | $284,696,857 | 9.4% |
| Total | $3,028,689,978 | 100.0% |