# Capstone, LLC

> Capstone, LLC is a state-registered investment advisory firm in Washington, DC, registered since 2015, with no regulatory assets under management reported in its Form ADV filing dated March 30, 2025.

- CRD: 174403
- Filed as: CAPSTONE, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Washington, DC
- Filing period: October 2026
- Form ADV filing dated: March 30, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/174403
- AdvisorCensus page: https://advisorcensus.com/firm/capstone-llc-washington-dc-174403

## Quick answers

**How is Capstone, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Capstone, LLC reports these compensation arrangements: fixed fees (other than subscription fees); other.

**Where is Capstone, LLC located?**
Capstone, LLC's principal office is in Washington, DC, according to its Form ADV.

**Is Capstone, LLC registered with the SEC or a state?**
Capstone, LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 174403.

**Does Capstone, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/174403

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Publication of periodicals or newsletters
- Other

### Firm details
- Registered since: 2015 (11 years)
- Employees: 120 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- capstonedc.com
- LinkedIn @capstone-llc
- X @CapstoneDC

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capstone, LLC (CRD 174403): Form ADV filing data as of October 2026.