Fee-only brokerage services are available for:
- Exchange-traded funds (ETFs)
- Managed Futures
- Mutual funds
- Annuity products
Registered Investment Advisory Services are offered through Capstone Wealth Management Group LLC, A Registered Investment Advisor.
Capstone is currently licensed in these states:
California, Colorado, New Hampshire, New York, Ohio, Oregon, and Texas.
We also operate in other states under the “de minimis” exemption, meaning having five or fewer clients within that state.