Your path to freedom,

starts now.

Capstone helps advisors focus on what’s most important, their clients.

Giving you the gift

of time.

Capstone is committed to providing you with the invaluable gift of time.

We believe in honoring the hard work you’ve already put in to build your firm. You’ve made sacrifices, taken risks, and created something unique—and we’re not here to change that. At Capstone, our mission is simple: to enhance what you’re already doing by removing barriers, providing the right tools, and giving you the support you need to grow on your terms.

Our advisor-friendly platform offers open architecture investment options, multi-custodial flexibility, portfolio tools like iRebal and NDex, financial planning software such as MoneyGuidePro and Holistiplan, and robust research access through YCharts and Dorsey Data. You’ll also have access to a wide range of investment products—including alternative investments and private placements—all while clearing through Charles Schwab & Co.

The support we offer you and your staff is focused on mitigating obstacles slowing your ability to meet your clients needs effectively.

Why choose Capstone?

Guiding your clients and team through a seamless transition.

Transition Support

Providing enhanced resources and strategies to expand your firm’s potential.

Growth Opportunities

Unlock unique alternative investment options to diversify and strengthen portfolios.

Investment Access

Safeguard the values and relationships that define your firm, ensuring your culture thrives and continues to leave a lasting impact.

Commitment To Your Legacy

Work with custodians that fit you best. Providing options that align with the needs of your firm.

Multi-Custodial Options

Create a liquidity event while retaining control - with partial or full equity models tailored to you.

Flexible Association Model

Enjoy hands-on support so you can focus on your clients and your vision.

Back Office Support

“The bad news is time flies.

The good news is you’re the pilot.”

– Michael Altshuler

We helps advisors focus on what’s most important:

their clients.