Capstone Capital LLC
Capstone Capital LLC is a Nevada-based independent investment advisory firm founded prior to 2023, headquartered in Henderson, NV. The firm manages assets for a diverse client base, primarily comprised of high net worth individuals, as well as some institutional and charitable clients. As of mid-2025, Capstone manages over $137 million in assets and has a small team of professionals (approx. 3–6 employees) dedicated to providing tailored investment management and financial advisory services.
Investment Strategy
Capstone Capital LLC primarily utilizes a discretionary investment management approach focused on diversified portfolios across equities and fixed income, with a strong emphasis on ETF allocation for core holdings. The firm’s filings show a broad asset allocation and periodic rebalancing, favoring long-term growth via exposure to domestic and international equity markets and low-cost, tax-efficient strategies. Investment decisions are largely made for high net worth individuals, with the firm seeking to achieve consistent long-term results while managing downside risk.
Top Holdings
Equity Positions (25)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 44.40% | $66.4M | 1,722,332 | $30.06 | $38.57 | +$4.2M |
D DFIC | DIMENSIONAL ETF TRUST | 24.24% | $36.3M | 1,105,946 | $26.08 | $32.79 | +$3.4M |
D DFEM | DIMENSIONAL ETF TRUST | 11.65% | $17.4M | 543,642 | $25.43 | $32.07 | +$2.0M |
V VCSH | VANGUARD SCOTTSDALE FDS | 7.50% | $11.2M | 140,404 | $77.61 | $79.93 | +$235.0K |
V VTEB | VANGUARD MUN BD FDS | 5.92% | $8.9M | 176,944 | $50.80 | $50.07 | +$97.6K |