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Capstone Investment Management LLC

Capstone Investment Management LLC. CRD 281042

Capstone Investment Management LLC logo

CRD: 281042

Capstone Investment Management LLC

Palm Coast, FL, 32164
3862024498
$93.5M Total AUM
$93.5M Disc. AUM
-- 3Y CAGR
3 Employees
296 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Deutsche Bank · Wells Fargo
Clients
Retail
Platforms
Bridge zenithDelta
Established Date
09-10-2015
Office Locations
2

Office Locations

18 Market Ave. Suite 100 Palm Coast FL
570 Memorial Circlee Suite 325 Ormond Beach FL

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.

Team overview

33 AVG AGE
$93.5M AVG AUM / ADVISOR
$316.0K AVG AUM / CLIENT
7.6 yrs AVG TENURE
3 Employees
1 Advisory Reps
2 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Beacon Timber vector

Client Personas

Ember Ember

Custodian

Summit wave Alpha vertex Vertex

Investment Themes

Timber quantum Momentum vertex Wave vector

Investment Vehicles

Optima prime

Platform

Oak Eagle

Services

Alpha alpha Crest unison Vector Vital meridian Element Catalyst Alpha ridge

Technology

Legacy Summit harbor

Owner & Executives

KEITH ADAM WILTFONG

KEITH ADAM WILTFONG

Certified Financial Planner, Chief Compliance Officer, Managing Member

CRD
#6191142
Ownership
75% or more
(933) 374-1826
fusion.oak@horizoncapital.com
in linkedin.com/in/prime-alpha

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Contacts

C

Connie Louise Wiltfong

Manager

CRD
#7481191
(713) 659-7963
north.glacier@peakcapital.com
in linkedin.com/in/alpha-alpha

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

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

$93.5M Total SMA
Public Funds:
15.4%
Equity - Exchange:
37.0%
Cash:
38.2%
Other:
9.4%
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%

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