Company Overview
- Headquarters
- 3550 Lenox Rd NE Suite 1100, Atlanta GA
- Website
- capstonefinancialga.com
- Phone
- (404) 261-8900
- Employees
- 133
- Founded in
- 1886
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 52 CompaniesNAICS Code 5259 CompaniesNAICS Code 525 CompaniesNAICS Code 523 CompaniesNAICS Code 5239 CompaniesNAICS Code 52591 CompaniesNAICS Code 52393 Companies
- SIC Code
-
SIC Code 67 CompaniesSIC Code 672 Companies
Financials & Stats
Revenue
$119B
Who is Capstone Financial LLC
Capstone Financial LLC is a wealth management firm located in Atlanta, Georgia. Founded in 1886, the company has grown to employ 133 individuals and generates $118.6 million in annual revenue. Capstone Financial specializes in providing personalized financial advice and creating comprehensive plans to help clients manage their wealth. Their services encompass a range of financial products, tailored to meet the unique goals and priorities of each client. The firm's approach to wealth management is characterized by three core principles: consultative, collaborative, and comprehensive. They emphasize building strong relationships with clients, actively listening to their needs, and developing customized strategies that encompass various perspectives and possibilities. Clients can reach Capstone Financial at (404) 261-8900. Securities and investment advisory services are offered through registered representatives of MML Investors Services, LLC, Member SIPC, at 3550 Lenox Road Northeast, Suite 1100, Atlanta, GA 30326.
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