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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 23, 2019
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | PARTNER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER/CHIEF FINANCIAL OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MORTENSON, GREGORY, JERALD | I | MANAGING PARTNER | D | Control |
| MORTENSON, GREGORY, JERALD | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MEMBER/SECRETARY | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MEMBER/SECRETARY | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MEMBER/SECRETARY | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | PARTNER | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MEMBER/SECRETARY | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MEMBER/SECRETARY | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MEMBER/SECRETARY | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MEMBER/SECRETARY | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MEMBER/SECRETARY | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MEMBER/SECRETARY | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MEMBER/SECRETARY | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MEMBER/SECRETARY | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MEMBER/SECRETARY | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MEMBER/SECRETARY | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MEMBER/SECRETARY | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MEMBER/SECRETARY | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MEMBER/SECRETARY | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MEMBER/SECRETARY | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MEMBER/SECRETARY | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MEMBER/SECRETARY | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MEMBER/SECRETARY | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MEMBER/SECRETARY | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MEMBER/SECRETARY | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MEMBER/SECRETARY | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MEMBER/SECRETARY | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MEMBER/SECRETARY | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MEMBER/SECRETARY | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MEMBER/SECRETARY | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MEMBER/SECRETARY | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MEMBER/SECRETARY | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MEMBER/SECRETARY | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MEMBER/SECRETARY | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MEMBER/SECRETARY | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MEMBER/SECRETARY | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MEMBER/SECRETARY | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MEMBER/SECRETARY | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MANAGING PARTNER | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MEMBER/SECRETARY | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MANAGING PARTNER | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MANAGING PARTNER | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MANAGING PARTNER | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MANAGING PARTNER | D | Control |
| SIVERHUS, SCOTT, MICHAEL | I | MANAGING PARTNER | D | Control |
Registrations
Federal
IA
Sep 23, 2019 REGISTERED
Notice Filings (4)
AZ MN TX WI
Address
7701 FRANCE AVE SSUITE 625
EDINA, MN 55435
United States
Phone: 952-562-2440