Capstone Investment Financial Group

Finance · Colorado, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

615 N Nevada Ave Ste 1, Colorado Springs...

Phone Number

(719) 477-9883

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Capstone Investment Financial Group

Capstone Investment Financial Group is a fiduciary, fee-only financial and retirement advisor based in Colorado Springs and Denver, specializing in retirement planning, investment management, and wealth management. The firm is dedicated to providing personalized financial guidance and support, focusing on the unique goals and values of each client. With a commitment to integrity and responsive service, Capstone aims to build long-term relationships with clients, including business owners and individuals navigating life transitions. Their services also encompass risk management, tax planning, and ESG investing, making them a trusted resource for comprehensive financial planning.Explore more
Capstone Investment Financial Group's Social MediaPopular SearchesCapstone Investment Financial Group IncCapstone InvestmentCapstone Investment Financial GroupCapstone Investment Financial Group LLCCapstone Investment AdvisorySIC Code 62,628NAICS Code 52,523Show more

Capstone Investment Financial Group Org Chart

AG
United States flag for contact location.

Founder & Chief Executive Officer

PhoneEmail
AS
United States flag for contact location.

Manager, Wealth

PhoneEmail
CH
United States flag for contact location.

Office Manager

PhoneEmail
WS
United States flag for contact location.

Manager, Operations

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
RT
United States flag for contact location.

Financial Advisor

Flame icon indicating likelihood to engage via phone.PhoneEmail
LS
United States flag for contact location.

Registered Investment Advisor

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
RR
United States flag for contact location.

Assistant Accountant

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Capstone Investment Financial Group your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Capstone Investment Financial Group

Compare insights from companies similar to Capstone Investment Financial Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capstone Investment Finan...

<$5M
1-10
Private
-
2015
AG
Allison GoodmanFounder & CEO
<$5M
1-10
Private
-
2018
PL
Peter LeeCEO & Senior Wealth Advisor
<$5M
1-10
Private
-
2009
DM
Dana MahoneyManager, Client Services
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
1962
LD
Laura DavisChief Operating Officer
<$5M
1-10
Private
-
2016
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Capstone Investment Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Capstone Investment Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Capstone Investment Financial Group.

Capstone Investment Financial Group Tech Stack

A closer look at the technologies used by Capstone Investment Financial Group

Top Finance Companies

Frequently Asked Questions Regarding Capstone Investment Financial Group

What is Capstone Investment Financial Group's official website?
Capstone Investment Financial Group's official website is www.capstoneinvest.com
What is Capstone Investment Financial Group's Revenue?
Capstone Investment Financial Group's revenue is <$5 Million
What is Capstone Investment Financial Group's SIC code?
Capstone Investment Financial Group's SIC: 62,628
What is Capstone Investment Financial Group's NAICS code?
Capstone Investment Financial Group's NAICS: 52,523
How many employees does Capstone Investment Financial Group have?
Capstone Investment Financial Group has 1-10 employees
What industry does Capstone Investment Financial Group belong to?
Capstone Investment Financial Group is in the industry of: Finance, Securities Trading
What is Capstone Investment Financial Group competition?
Capstone Investment Financial Group top competitors include: Banyan Private Wealth, Evanson Asset Management, Music Row Wealth Management, Chapman & Cardwell Capital Management
What companies has Capstone Investment Financial Group acquired?
Capstone Investment Financial Group has acquired the companies: Dunn Warren Investment Advisor
What technology does Capstone Investment Financial Group use?
Some of the popular technologies that Capstone Investment Financial Group uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact Capstone Investment Financial Group?
Capstone Investment Financial Group contact info: Phone number: (719) 477-9883 Website: www.capstoneinvest.com
What does Capstone Investment Financial Group do?

Capstone Investment Financial Group is a fiduciary, fee-only financial and retirement advisor based in Colorado Springs and Denver, specializing in retirement planning, investment management, and wealth management. The firm is dedicated to providing personalized financial guidance and support, focusing on the unique goals and values of each client.... With a commitment to integrity and responsive service, Capstone aims to build long-term relationships with clients, including business owners and individuals navigating life transitions. Their services also encompass risk management, tax planning, and ESG investing, making them a trusted resource for comprehensive financial planning.Read More

What are Capstone Investment Financial Group social media links?
Capstone Investment Financial Group Linkedin page Capstone Investment Financial Group Twitter page Capstone Investment Financial Group Facebook page
Is Capstone Investment Financial Group a public company?
Capstone Investment Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Capstone Investment Financial Group

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.