Investment adviser · CRD 126451

CAPSTONE FINANCIAL SOLUTIONS, LLC

Investment adviser filing (IA)

HOUSTON, TX, United States · Form ADV filed Mar 2, 2012

Regulatory AUM
$438M
Form ADV · Item 5.F
Client accounts
954
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 2, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

3700 WEST SAM HOUSTON PARKWAY SOUTH, SUITE 250
HOUSTON, TX, 77042, United States

CRD 126451

Filing source

Form ADV 618814 · Mar 2, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.