Capstone Financial Group, Inc., operating through its wholly-owned subsidiary Capstone Investment Advisors, is a U.S.-based financial services holding company. It functions primarily as a comprehensive wealth management firm and a Registered Investment Adviser (RIA) with the U.S. Securities and Exchange Commission (SEC). The company specializes in providing personalized financial planning and disciplined investment management services tailored to high-net-worth individuals, families, and institutional clients. Its stated mission is to help clients build, manage, and preserve their wealth through a client-centric and disciplined approach.

Founded in

United States