CAPSTONE FINANCIAL SOLUTIONS, LLC
CRD #126451 SEC #801-62065 HOUSTON, TX 713-260-9000
SEC Registered
Total AUM
$437.6M
Discretionary
$437.6M
Employees
6
Clients
0
Accounts
954
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $437.6M | $437.6M | $19.5K | 6 | 400 |
| Jan 2012 | $437.6M | $437.6M | $19.5K | 6 | 400 |
| Aug 2011 | $44.3M | $44.2M | $43.2K | 10 | -- |
| Dec 2010 | $44.3M | $44.2M | $43.2K | 10 | -- |
| Jun 2010 | $379.8M | $379.3M | $570.4K | 10 | -- |
| Mar 2010 | $379.8M | $379.3M | $570.4K | 10 | -- |
| May 2009 | $418.2M | $417.6M | $639.4K | -- | -- |
| Feb 2009 | $418.2M | $417.6M | $639.4K | -- | -- |
| Aug 2007 | $413.6M | $412.9M | $656.6K | 10 | -- |
| Aug 2007 | $413.6M | $412.9M | $656.6K | 10 | -- |
| May 2007 | $323.9M | $323M | $879.4K | 10 | -- |
| Jan 2006 | $269.7M | $268.8M | $980.6K | 10 | -- |
| Jan 2006 | $269.7M | $268.8M | $980.6K | 10 | -- |
| Dec 2005 | $269.7M | $268.8M | $980.6K | 10 | -- |
| Oct 2005 | $269.7M | $268.8M | $980.6K | 5 | -- |
| May 2005 | $269.7M | $268.8M | $980.6K | 5 | -- |
| May 2005 | $102.7M | $101.7M | $965.2K | 5 | -- |
| Jan 2005 | $102.7M | $101.7M | $965.2K | 5 | -- |
| Aug 2004 | $102.7M | $101.7M | $965.2K | 5 | -- |
| Jun 2004 | $102.7M | $101.7M | $965.2K | 5 | -- |
| Jun 2004 | $102.7M | $101.7M | $965.2K | 5 | -- |
| May 2004 | $41.6M | $41.6M | $0 | 5 | -- |
| Apr 2004 | $41.6M | $41.6M | $0 | 5 | -- |
| Dec 2003 | $41.6M | $41.6M | $0 | 5 | -- |
DateMar 2012
Total AUM$437.6M
Discretionary$437.6M
Non-Disc.$19.5K
Employees6
Clients400
DateJan 2012
Total AUM$437.6M
Discretionary$437.6M
Non-Disc.$19.5K
Employees6
Clients400
DateAug 2011
Total AUM$44.3M
Discretionary$44.2M
Non-Disc.$43.2K
Employees10
Clients--
DateDec 2010
Total AUM$44.3M
Discretionary$44.2M
Non-Disc.$43.2K
Employees10
Clients--
DateJun 2010
Total AUM$379.8M
Discretionary$379.3M
Non-Disc.$570.4K
Employees10
Clients--
DateMar 2010
Total AUM$379.8M
Discretionary$379.3M
Non-Disc.$570.4K
Employees10
Clients--
DateMay 2009
Total AUM$418.2M
Discretionary$417.6M
Non-Disc.$639.4K
Employees--
Clients--
DateFeb 2009
Total AUM$418.2M
Discretionary$417.6M
Non-Disc.$639.4K
Employees--
Clients--
DateAug 2007
Total AUM$413.6M
Discretionary$412.9M
Non-Disc.$656.6K
Employees10
Clients--
DateAug 2007
Total AUM$413.6M
Discretionary$412.9M
Non-Disc.$656.6K
Employees10
Clients--
DateMay 2007
Total AUM$323.9M
Discretionary$323M
Non-Disc.$879.4K
Employees10
Clients--
DateJan 2006
Total AUM$269.7M
Discretionary$268.8M
Non-Disc.$980.6K
Employees10
Clients--
DateJan 2006
Total AUM$269.7M
Discretionary$268.8M
Non-Disc.$980.6K
Employees10
Clients--
DateDec 2005
Total AUM$269.7M
Discretionary$268.8M
Non-Disc.$980.6K
Employees10
Clients--
DateOct 2005
Total AUM$269.7M
Discretionary$268.8M
Non-Disc.$980.6K
Employees5
Clients--
DateMay 2005
Total AUM$269.7M
Discretionary$268.8M
Non-Disc.$980.6K
Employees5
Clients--
DateMay 2005
Total AUM$102.7M
Discretionary$101.7M
Non-Disc.$965.2K
Employees5
Clients--
DateJan 2005
Total AUM$102.7M
Discretionary$101.7M
Non-Disc.$965.2K
Employees5
Clients--
DateAug 2004
Total AUM$102.7M
Discretionary$101.7M
Non-Disc.$965.2K
Employees5
Clients--
DateJun 2004
Total AUM$102.7M
Discretionary$101.7M
Non-Disc.$965.2K
Employees5
Clients--
DateJun 2004
Total AUM$102.7M
Discretionary$101.7M
Non-Disc.$965.2K
Employees5
Clients--
DateMay 2004
Total AUM$41.6M
Discretionary$41.6M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$41.6M
Discretionary$41.6M
Non-Disc.$0
Employees5
Clients--
DateDec 2003
Total AUM$41.6M
Discretionary$41.6M
Non-Disc.$0
Employees5
Clients--