Advisor at Capstonewealth
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George Theodoropoulos is a financial advisor at CapstoneWealth with a Series 65 designation and one year of industry experience. His prior roles include positions at ASB Financial and Penton Learning Systems, LLC. He is also an annuity producer associated with Signal Advisors in Detroit, MI. CapstoneWealth provides investment management to individual clients, including high net worth individuals, by utilizing third-party strategist model portfolios through the Orion Portfolios Solutions Strategist Program. The firm operates primarily on a non-discretionary basis, offering recommendations while clients retain final trading authority.
1.50% annually, negotiable
Account minimum: $500,000 (may be waived at discretion)
11031 Us 301 N
Oxford, FL 34484
Florida
Capstonewealth
2025 - Present (1 year)
ASB Financial
2022 - 2025 (3 years)
ASB Financial
2020 - 2022 (2 years)
Penton Learning Systems, LLC
2019 - 2020 (1 year)
Hpone
2019 - 2019 (1 year)
UnEmployed
2018 - 2019 (1 year)
HealthTac
2018 - 2018 (1 year)
Hotel Interactive
2017 - 2017 (1 year)
Marcus Evans
2012 - 2017 (5 years)
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Capstonewealth
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