CAPSTONE ADVISORY GROUP LLC
CRD #153443 SEC #801-71325 EDINA, MN 952-562-2440
SEC Registered
Total AUM
$442.7M
Discretionary
$144.3M
Employees
6
Clients
1
Accounts
3,756
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2019 | $442.7M | $144.3M | $298.4M | 6 | 0 |
| Apr 2019 | $422.4M | $126.7M | $295.7M | 7 | 0 |
| Mar 2019 | $422.4M | $126.7M | $295.7M | 8 | 0 |
| Sep 2018 | $459.2M | $134M | $325.2M | 8 | 0 |
| Jun 2018 | $459.2M | $134M | $325.2M | 8 | 0 |
| Mar 2018 | $437.4M | $126.1M | $311.3M | 7 | 0 |
| Jul 2017 | $375.9M | $116.6M | $259.2M | 7 | 500 |
| Jun 2017 | $350.4M | $105.5M | $244.9M | 7 | 500 |
| May 2017 | $350.4M | $105.5M | $244.9M | 8 | 500 |
| Feb 2017 | $350.4M | $105.5M | $244.9M | 8 | 500 |
| Oct 2016 | $337.2M | $102.5M | $234.7M | 10 | 500 |
| Mar 2016 | $317.1M | $96.4M | $220.8M | 10 | 500 |
| Mar 2015 | $296.3M | $86.2M | $210.2M | 10 | 500 |
| Feb 2015 | $296.3M | $86.2M | $210.2M | 10 | 500 |
| Apr 2014 | $325M | $44M | $281M | 6 | 400 |
| Mar 2014 | $325M | $44M | $281M | 7 | 400 |
| Jan 2014 | $252M | $30M | $222M | 8 | 350 |
| Oct 2013 | $252M | $30M | $222M | 8 | 350 |
| Aug 2013 | $252M | $30M | $222M | 7 | 350 |
| Jul 2013 | $252M | $30M | $222M | 7 | 350 |
| Jul 2013 | $233M | $25M | $208M | 7 | 350 |
| Mar 2013 | $233M | $25M | $208M | 7 | 350 |
| Oct 2012 | $180.6M | $0 | $180.6M | 8 | 300 |
| Sep 2012 | $180.6M | $0 | $180.6M | 1 | 300 |
| Apr 2012 | $180.6M | $0 | $180.6M | 1 | 300 |
| Mar 2012 | $180.6M | $0 | $180.6M | 1 | 300 |
| Feb 2012 | $180.6M | $0 | $180.6M | 1 | 300 |
| Jan 2012 | $180.6M | $0 | $180.6M | 1 | 300 |
| Jan 2012 | $180.6M | $0 | $180.6M | 1 | 300 |
| Jan 2012 | $180.6M | $0 | $180.6M | 1 | 300 |
| May 2011 | $215M | $215M | $0 | 5 | -- |
| Mar 2011 | $215M | $0 | $215M | 5 | -- |
| Jan 2011 | $40M | $0 | $40M | 5 | -- |
| Aug 2010 | $40M | $0 | $40M | 5 | -- |
| Apr 2010 | $40M | $0 | $40M | 5 | -- |
| Apr 2010 | $40M | $0 | $40M | 5 | -- |
DateSep 2019
Total AUM$442.7M
Discretionary$144.3M
Non-Disc.$298.4M
Employees6
Clients0
DateApr 2019
Total AUM$422.4M
Discretionary$126.7M
Non-Disc.$295.7M
Employees7
Clients0
DateMar 2019
Total AUM$422.4M
Discretionary$126.7M
Non-Disc.$295.7M
Employees8
Clients0
DateSep 2018
Total AUM$459.2M
Discretionary$134M
Non-Disc.$325.2M
Employees8
Clients0
DateJun 2018
Total AUM$459.2M
Discretionary$134M
Non-Disc.$325.2M
Employees8
Clients0
DateMar 2018
Total AUM$437.4M
Discretionary$126.1M
Non-Disc.$311.3M
Employees7
Clients0
DateJul 2017
Total AUM$375.9M
Discretionary$116.6M
Non-Disc.$259.2M
Employees7
Clients500
DateJun 2017
Total AUM$350.4M
Discretionary$105.5M
Non-Disc.$244.9M
Employees7
Clients500
DateMay 2017
Total AUM$350.4M
Discretionary$105.5M
Non-Disc.$244.9M
Employees8
Clients500
DateFeb 2017
Total AUM$350.4M
Discretionary$105.5M
Non-Disc.$244.9M
Employees8
Clients500
DateOct 2016
Total AUM$337.2M
Discretionary$102.5M
Non-Disc.$234.7M
Employees10
Clients500
DateMar 2016
Total AUM$317.1M
Discretionary$96.4M
Non-Disc.$220.8M
Employees10
Clients500
DateMar 2015
Total AUM$296.3M
Discretionary$86.2M
Non-Disc.$210.2M
Employees10
Clients500
DateFeb 2015
Total AUM$296.3M
Discretionary$86.2M
Non-Disc.$210.2M
Employees10
Clients500
DateApr 2014
Total AUM$325M
Discretionary$44M
Non-Disc.$281M
Employees6
Clients400
DateMar 2014
Total AUM$325M
Discretionary$44M
Non-Disc.$281M
Employees7
Clients400
DateJan 2014
Total AUM$252M
Discretionary$30M
Non-Disc.$222M
Employees8
Clients350
DateOct 2013
Total AUM$252M
Discretionary$30M
Non-Disc.$222M
Employees8
Clients350
DateAug 2013
Total AUM$252M
Discretionary$30M
Non-Disc.$222M
Employees7
Clients350
DateJul 2013
Total AUM$252M
Discretionary$30M
Non-Disc.$222M
Employees7
Clients350
DateJul 2013
Total AUM$233M
Discretionary$25M
Non-Disc.$208M
Employees7
Clients350
DateMar 2013
Total AUM$233M
Discretionary$25M
Non-Disc.$208M
Employees7
Clients350
DateOct 2012
Total AUM$180.6M
Discretionary$0
Non-Disc.$180.6M
Employees8
Clients300
DateSep 2012
Total AUM$180.6M
Discretionary$0
Non-Disc.$180.6M
Employees1
Clients300
DateApr 2012
Total AUM$180.6M
Discretionary$0
Non-Disc.$180.6M
Employees1
Clients300
DateMar 2012
Total AUM$180.6M
Discretionary$0
Non-Disc.$180.6M
Employees1
Clients300
DateFeb 2012
Total AUM$180.6M
Discretionary$0
Non-Disc.$180.6M
Employees1
Clients300
DateJan 2012
Total AUM$180.6M
Discretionary$0
Non-Disc.$180.6M
Employees1
Clients300
DateJan 2012
Total AUM$180.6M
Discretionary$0
Non-Disc.$180.6M
Employees1
Clients300
DateJan 2012
Total AUM$180.6M
Discretionary$0
Non-Disc.$180.6M
Employees1
Clients300
DateMay 2011
Total AUM$215M
Discretionary$215M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$215M
Discretionary$0
Non-Disc.$215M
Employees5
Clients--
DateJan 2011
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees5
Clients--
DateAug 2010
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees5
Clients--
DateApr 2010
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees5
Clients--
DateApr 2010
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees5
Clients--