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Capstone Pacific Investment Strategies

Capstone Pacific Investment Strategies. CRD 154819

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CRD: 154819

Capstone Pacific Investment Strategies

Fort Collins, CO
6269157006
capstonepacificinc.com
$47.2M Total AUM
$43.6M Disc. AUM
-- 3Y CAGR
2 Employees
308 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
11-18-2010
Office Locations
1

Office Locations

-- Fort Collins CO

About Capstone Pacific Investment Strategies

Capstone Pacific Investment Strategies is an independent, fiduciary RIA founded in 2010. The firm combines investment management with financial planning across life stages, with a dedicated focus on helping civilian federal employees navigate complex benefits. Portfolios may use ETFs and mutual funds within an asset-allocation framework, and the practice custody relationship includes Charles Schwab.

Team overview

68 AVG AGE
$23.6M AVG AUM / ADVISOR
$153.3K AVG AUM / CLIENT
15.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age

Insights

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Asset Classes

Atlas eagle

Client Personas

Element focus

Custodian

Zenith oak Radial bridge Timber Vital Beacon ridge

Investment Themes

Foundation Timber signal North Crest horizon

Investment Vehicles

Eagle Pioneer value

Services

Ember Crest Foundation crest Optima Signal Optima Oak fusion Timber Peak prime

Owner & Executives

BRYCE BOYD PEASE

BRYCE BOYD PEASE

Chief Compliance Officer, President

CRD
#854522
Ownership
50% but less than 75%
(684) 812-5588
matrix.fusion@fusioncapital.com
in linkedin.com/in/element-legacy
C

CASEY LYNN MORRIS

Vice President

CRD
#5485375
Ownership
25% but less than 50%
(781) 292-8227
prime.zenith@summitcapital.com
in linkedin.com/in/pioneer-atlas

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $43,587,575 --
Non-Discretionary $3,631,182 --
Total $47,218,757 --

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Separately Managed Accounts

Total SMA Asset: $47,218,757

$47.2M Total SMA
Public Funds:
29.6%
Cash:
28.5%
Equity - Exchange:
20.9%
U.S. Government/Agency:
21.0%
Asset class Assets Assets %
Public Funds $1,551,812,358 29.6%
Cash $1,494,143,656 28.5%
Equity - Exchange $1,095,705,348 20.9%
U.S. Government/Agency $1,100,947,957 21.0%
Total $5,242,609,319 100.0%

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