Capstone Pacific Investment Strategies

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Client assets under management

$46,577,102

Clients

302

7% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

151

Very High

Average account size

$154,229

About

Capstone Pacific Investment Strategies serves individual investors (including high-net-worth and non‑HNW clients), retirement plans, trusts, estates, charitable organizations, and business entities with portfolio management, financial planning, pension consulting, and educational seminar services. The firm manages its client assets on a percentage‑of‑AUM basis and provides both discretionary and non‑discretionary portfolio management and modular financial planning in line with typical practices for supported advisers.

The firm tailors investment advice to each client’s objectives and risk tolerance, using model portfolios, rebalancing, and a mix of fundamental, technical, and cyclical analysis; it primarily recommends mutual funds and exchange‑traded funds while also using long‑ and short‑term strategies as appropriate. Account monitoring and periodic reviews are provided, and the firm works through a qualified custodian relationship to execute trades and hold client assets.

Distinctive features include a regular program of educational seminars and speaking engagements — including presentations for federal agencies and participant education for retirement plans — a service the firm highlights and that is relatively uncommon among peers. In addition, the firm’s advisers are separately licensed insurance agents who earn commissions for insurance sales (an activity disclosed as taking a portion of their time and presenting potential conflicts of interest that the firm may mitigate, for example, through fee offsets).

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Fixed fees generally ranging between $500 and $6,000 for non-discretionary advisory services, financial planning, and pension consulting; fees may be one-time or billed quarterly

Percentage

$0 - $250,000: 2.00% $250,001 - $500,000: 1.50% $500,001 - $750,000: 1.25% $750,001 - $3,000,000: 1.00% $3,000,001+: 0.75%

Commissions

Insurance commissions earned by licensed insurance agents affiliated with the firm, separate from advisory fees

Project-based

Hourly fee of $250 per hour for non-discretionary advisory services and pension consulting (not to exceed $250/hour)

Other

Fee-only: Fixed fees ranging from $500 to $6,000; Hourly fee $250 per hour (negotiable)

Main office location

Capstone Pacific Investment Strategies

Fort Collins CO, United States

Number of offices

Most active in

Arizona · California · Colorado · Florida · Iowa · Nebraska · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Instagram Website 626-915-7006

Advisors at this firm

Bryce P

CFP®, ChFC®, Series 63, Series 65

Fort Collins, CO

Capstone Pacific Investment Strategies

Bryce Pease is a financial advisor at Capstone Pacific Investment Strategies in Fort Collins, CO, holding the CFP® and ChFC® designations with 25 years of industry experience. He has been with Capstone Pacific since 2010. Capstone Pacific provides investment advice and planning primarily to individuals, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach focuses on mutual funds and exchange-traded funds through customized or model portfolios, employing various analytical methods and occasional short-term trading, and it is noted for regularly offering educational seminars and speaking engagements.

Wealth management Retirement plans for business owners (SEP, solo 401k)

Casey M

CFP®, Series 66

Fort Collins, CO

Capstone Pacific Investment Strategies

Casey Morris is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Capstone Pacific Investment Strategies since 2010. He holds the Series 66 designation and is based in Fort Collins, CO. Outside of his advisory role, he receives trail commissions from various insurance companies related to non-securities business. Capstone Pacific Investment Strategies provides investment advice and planning primarily to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm utilizes mutual funds and exchange-traded funds in customized and model portfolios, employing various analytical methods and regularly offering educational seminars and speaking engagements.

Wealth management Retirement plans for business owners (SEP, solo 401k)

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