Capstone Capital Financial Strategies (Henderson)

Name: Capstone Capital Financial Strategies
Address: 2600 Paseo Verde Parkway, Henderson, NV, 89074
Telephone: 702-433-7588

Capstone Capital Financial Strategies is an adviser based in Henderson. It manages $59.42 million of regulatory assets for 408 client accounts. It has been registered with the SEC as an adviser since 2007.

Capstone Capital Financial Strategies provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Capstone Capital Financial Strategies: assets under management

The assets under management (AUM) of Capstone Capital Financial Strategies is $59.42 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $59.42 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $145.63 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Capstone Capital Financial Strategies for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Capstone Capital Financial Strategies

Ronald Kay Leavitt has been acting as President since 1 Sep 2002. Kimberly Elizabeth Thomas joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ronald Kay Leavitt	President	1 Sep 2002	50% - 75%	1440782
Jeffrey Lynn Burr	Chairman	1 Sep 2002	50% - 75%	4083249
Kimberly Elizabeth Thomas	Chief compliance officer	1 Jan 2006	Other	2139982

Based in Henderson

The principal office where Capstone Capital Financial Strategies performs its advisory services is located at 2600 Paseo Verde Parkway, Henderson, NV 89074, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 702-433-7588 or by fax 702-433-8879. The normal business hours are mon.-thurs. 8:00am - 5:00pm friday 8:00am - 2:00pm on Other. You can find more information about the New York firm at www.capstonecap.com.