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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 11-01-2024
- Office Locations
- 3
Office Locations
About Capstone RIA
Capstone RIA is a Bellingham, WA registered investment adviser focused on employer benefits—specializing in 401(k) and pension planning, including BP and Hilcorp plans. With 45+ years of combined industry experience, the team helps individuals allocate retirement assets to match risk tolerance and goals, and provides broader wealth management, tax and risk management, and retirement analysis. Client portal access is available via Charles Schwab.
Reported data analysis
What the numbers show
Between October 13, 2025 and February 10, 2026, reported AUM increased 21.2%, from $198.9M to $241.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 262 clients, or 262 clients per representative. That equates to $920.2K in reported AUM per client.
The profile lists 3 reported office locations and 1 years in operation. The source data was last updated on February 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
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- Platform
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Owner & Executives
TYLER EUGENE RYAN
--
- CRD
- #5113394
- Ownership
- 50% but less than 75%
LETTIE ELIZABETH SIHOTA
Chief Compliance Officer
- CRD
- #6269967
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $241,081,561 | $379,059 |
| Non-Discretionary | $0 | -- |
| Total | $241,081,561 | $379,059 |
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Separately Managed Accounts
SMA allocation detail is available
Capstone RIA has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Capstone RIA's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.