This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Capital radialFusion +more
- 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.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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%
Focus zenith
Zenith momentum
- CRD
- #58563
- Ownership
- 34.8%
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $241,081,561 | $379,059 |
| Non-Discretionary | $0 | -- |
| Total | $241,081,561 | $379,059 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $241,081,561
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,337,244,676 | 28.9% |
| Cash | $2,038,012,658 | 25.2% |
| Equity - Exchange | $2,903,359,303 | 35.9% |
| U.S. Government/Agency | $808,735,182 | 10.0% |
| Total | $8,087,351,819 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA FRONTIER | EAGLE EMBER | MLLAUBH3T | FAC | 10.46% | $46,193,946 |
| VALUE CREST | DELTA DELTA | 8DYBOP5SU | FHTM | 11.49% | $42,881,397 |
| HORIZON PRIME | DELTA DELTA | TQAT8MANO | TBKQ | 9.69% | $70,819,377 |
| EMBER UNISON CATALYST | VERTEX VALUE | ACAT60A5Z | PGBPL | 10.23% | $86,431,117 |
| RIDGE PRIME ALPHA | ALPHA CATALYST | GLZVRX6GV | BTVFT | 1.43% | $109,355,500 |
| HORIZON PATHWAY FOUNDATION | PRIME WAVE | ID16Z1VKG | VWA | 4.17% | $80,125,238 |
| NORTH ATLAS | PATHWAY EMBER | 8WWI6ZMKR | GZGGC | 6.65% | $97,747,346 |
| MOMENTUM DELTA | MATRIX TIMBER | T2GQP27E9 | TSYT | 10.17% | $97,487,186 |