Capstone Advisory Group LLC is a large advisory firm based in Edina. It manages $442.72 million of regulatory assets for 3,756 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Arizona, Minnesota, Texas, and Wisconsin.
Capstone Advisory Group provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Capstone Advisory Group LLC is $442.72 million. The firm's AUM has grown by 106% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Capstone Advisory Group LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Capstone Advisory Group is individuals with 514 clients and $314.6 million of assets under management. Among the 10 most similar advisory firms, Capstone Advisory Group has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $442.72 million for 672 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Capstone Advisory Group doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Capstone Advisory Group LLC performs its advisory services is located at 7701 France Ave S, Edina, MN 55435, which is also the mailing address of the firm. An additional office of the firm is in Eagan, MN. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 952-562-2440 or by fax 952-562-2457. The normal business hours are 8:00 am to 5:00 pm central on Monday - Friday. You can find more information about the New York firm at capstoneadvgroup.com and its LinkedIn profile.