CAPSTONE INVESTMENT GROUP, LLC
Legal name: CAPSTONE INVESTMENT GROUP
CRD #159918 SEC #801-121820 OLYMPIA, WA 360-570-9888
SEC Registered
Total AUM
$152.4M
Discretionary
$152.4M
Employees
10
Clients
251
Accounts
1,178
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $152.4M | $152.4M | $0 | 12 | 0 |
| Dec 2025 | $152.4M | $152.4M | $0 | 10 | 0 |
| Oct 2025 | $152.4M | $152.4M | $0 | 10 | 0 |
| Jul 2025 | $152.4M | $152.4M | $0 | 9 | 0 |
| Jun 2025 | $152.4M | $152.4M | $0 | 9 | 0 |
| May 2025 | $152.4M | $152.4M | $0 | 8 | 0 |
| Apr 2025 | $152.4M | $152.4M | $0 | 8 | 0 |
| Jan 2025 | $152.4M | $152.4M | $0 | 8 | 0 |
| Feb 2024 | $139.1M | $139.1M | $0 | 8 | 0 |
| Dec 2023 | $108.9M | $108.7M | $131.3K | 8 | 0 |
| Sep 2023 | $108.9M | $108.7M | $131.3K | 9 | 0 |
| Mar 2023 | $108.9M | $108.7M | $131.3K | 8 | 0 |
| Mar 2022 | $125.8M | $125.2M | $602.3K | 8 | 0 |
| Dec 2021 | $109.3M | $109.2M | $147.6K | 8 | 0 |
| Nov 2021 | $109.3M | $109.2M | $147.6K | 8 | 0 |
| Sep 2021 | $109.3M | $109.2M | $147.6K | 8 | 0 |
| Aug 2021 | $109.3M | $109.2M | $147.6K | 8 | 0 |
| Jun 2021 | $109.3M | $109.3M | $2.9K | 7 | 0 |
| Jun 2021 | $109.3M | $109.3M | $2.9K | 7 | 0 |
DateDec 2025
Total AUM$152.4M
Discretionary$152.4M
Non-Disc.$0
Employees12
Clients0
DateDec 2025
Total AUM$152.4M
Discretionary$152.4M
Non-Disc.$0
Employees10
Clients0
DateOct 2025
Total AUM$152.4M
Discretionary$152.4M
Non-Disc.$0
Employees10
Clients0
DateJul 2025
Total AUM$152.4M
Discretionary$152.4M
Non-Disc.$0
Employees9
Clients0
DateJun 2025
Total AUM$152.4M
Discretionary$152.4M
Non-Disc.$0
Employees9
Clients0
DateMay 2025
Total AUM$152.4M
Discretionary$152.4M
Non-Disc.$0
Employees8
Clients0
DateApr 2025
Total AUM$152.4M
Discretionary$152.4M
Non-Disc.$0
Employees8
Clients0
DateJan 2025
Total AUM$152.4M
Discretionary$152.4M
Non-Disc.$0
Employees8
Clients0
DateFeb 2024
Total AUM$139.1M
Discretionary$139.1M
Non-Disc.$0
Employees8
Clients0
DateDec 2023
Total AUM$108.9M
Discretionary$108.7M
Non-Disc.$131.3K
Employees8
Clients0
DateSep 2023
Total AUM$108.9M
Discretionary$108.7M
Non-Disc.$131.3K
Employees9
Clients0
DateMar 2023
Total AUM$108.9M
Discretionary$108.7M
Non-Disc.$131.3K
Employees8
Clients0
DateMar 2022
Total AUM$125.8M
Discretionary$125.2M
Non-Disc.$602.3K
Employees8
Clients0
DateDec 2021
Total AUM$109.3M
Discretionary$109.2M
Non-Disc.$147.6K
Employees8
Clients0
DateNov 2021
Total AUM$109.3M
Discretionary$109.2M
Non-Disc.$147.6K
Employees8
Clients0
DateSep 2021
Total AUM$109.3M
Discretionary$109.2M
Non-Disc.$147.6K
Employees8
Clients0
DateAug 2021
Total AUM$109.3M
Discretionary$109.2M
Non-Disc.$147.6K
Employees8
Clients0
DateJun 2021
Total AUM$109.3M
Discretionary$109.3M
Non-Disc.$2.9K
Employees7
Clients0
DateJun 2021
Total AUM$109.3M
Discretionary$109.3M
Non-Disc.$2.9K
Employees7
Clients0