Capstone Consulting Group
- Company typePrivate
- Founded2000
- HeadquartersVictorville, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Capstone Consulting Group firmographics
Firmographics- Name
- Capstone Consulting Group
- Legal name
- Capstone Consulting Group
- Website
- https://capstoneconsultinggroup.us
- Company type
- Private
- Founded year
- 2000
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Capstone Consulting Group industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)
- akta.pro secondary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Capstone Consulting Group is headquartered
LocationHeadquarters
- HQ city
- Victorville
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Capstone Consulting Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Revenue model
- Fee-Based Investment Advisory Services: The firm generates revenue through fee-based investment advisory services, offering securities through Independent Financial Group, LLC (IFG). Services include financial planning, estate/legacy planning, and fee-based investments. Investment products offered include bonds, stocks, IRAs, variable annuities, and other retirement and investment vehicles.
- Insurance Products: Revenue is generated through insurance product recommendations including disability income insurance, life insurance, long-term care insurance, and health insurance (both individual and group).
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Other | Complimentary plan review available for new clients |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels4 records
Capstone Consulting Group product offering
Product offeringCore offering
Capstone Consulting Group is a financial advisory firm that delivers retirement planning, investment advisory services, insurance solutions, estate planning, and asset protection to individuals, families, and small business owners. Founded in 2000 and headquartered in Victorville, California, the firm operates in affiliation with Independent Financial Group, LLC (IFG), a registered investment adviser, to combine fee-based investment management with insurance product distribution under one relationship.
Product overview
Capstone Consulting Group offers a comprehensive suite of financial advisory services through its proprietary C.L.I.M.B. process (Collaborate, Learn, Implement, Monitor, and Build). The core offerings include Financial Planning Services covering retirement, tax, 401k, 403b, and estate planning; Investment Services providing fee-based management of bonds, stocks, annuities, and retirement accounts (Traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA); and Insurance Services including disability, life, long-term care, and health insurance. Supporting these are educational tools including a Financial Glossary with over 200 terms and a Tax Resources Center with IRS forms and publications. Interactive Financial Calculators round out the client-facing digital tools for retirement planning, income estimation, and risk assessment.
Differentiator
Problem solved
Functional benefit
Companies that use Capstone Consulting Group
Customer profileSegments2 records
Ideal customer profiles2 records
Capstone Consulting Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Capstone Consulting Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Independent Financial Group, LLC (IFG)coreIndependent Financial Group, LLC provides the broker-dealer and registered investment adviser platform for Capstone Consulting Group. Kirk Riding offers securities and advisory services through IFG, and Eric Sinclair offers securities through IFG. IFG is a registered investment adviser and member of FINRA/SIPC. Capstone Consulting Group and IFG are unaffiliated entities. IFG provides access to investment products, trading platforms, and regulatory infrastructure.
Scale indicators4 records
Recent moves4 records
Expansion highlights4 records
Capstone Consulting Group competitors and assessment
Company assessmentBroad incumbents
- Ameriprise Financial: Diversified financial services company with a large independent advisor channel serving individuals and small businesses with financial planning, investments and insurance. Overlaps with Capstone's planning-led, advisor-delivered offering at much larger scale.
- Fidelity Wealth Services: Diversified wealth manager offering investment advisory, retirement planning and brokerage to individuals. Overlaps with Capstone's planning and investment services to mass-affluent clients, but at vastly greater scale and with proprietary technology.
- Raymond James Financial: Broker-dealer and wealth manager supporting a network of independent financial advisors. Like Capstone, affiliated advisors deliver investment advisory and financial planning services to individuals through a third-party platform.
- Northwestern Mutual: Insurance and wealth management firm combining life insurance, investments and financial planning through a captive advisor force. Comparable in product breadth (planning + insurance) and target segments, though at much larger scale.
- LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of independent advisors who deliver investment, retirement and insurance services to individuals and small businesses — same broker-dealer-affiliated RIA model Capstone uses with IFG.
- Wells Fargo Advisors: Wirehouse brokerage and advisory arm of Wells Fargo serving mass-affluent and HNW clients with investment management, retirement and financial planning — overlapping in client segment and product offering, but operating within a much larger retail bank.
- New York Life Wealth Management: Insurance-led firm combining life insurance, retirement and wealth advisory services through a career agent and advisor network. Comparable in offering integrated insurance + investment + retirement planning to individuals and small business owners.
Direct peers
- Edward Jones: Large independent financial advisory franchise serving individuals and small business owners through a branch-based, relationship-led model. Comparable to Capstone in target customer (mass-affluent individuals, small business owners), product breadth (investments, retirement, insurance) and consultative sales motion.
- Cetera Financial Group: Independent broker-dealer hosting affiliated financial advisors offering retirement, investment and insurance planning to individuals and small business owners. Closely comparable GTM and product mix to Capstone.
Others
- Charles Schwab Advisor Services: Provides custody, trading and technology infrastructure to thousands of independent RIAs. Comparable because Capstone also depends on a third-party broker-dealer/custody platform (IFG) to deliver services, illustrating both the model and its structural dependency.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Capstone Consulting Group social profiles
Digital presenceCapstone Consulting Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Capstone Consulting Group leadership team
Management profileNumber of profiles
Profiles2 records
Capstone Consulting Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Capstone Consulting Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Capstone Consulting Group
What does Capstone Consulting Group do?
Capstone Consulting Group is a financial advisory firm that delivers retirement planning, investment advisory services, insurance solutions, estate planning, and asset protection to individuals, families, and small business owners. Founded in 2000 and headquartered in Victorville, California, the firm operates in affiliation with Independent Financial Group, LLC (IFG), a registered investment adviser, to combine fee-based investment management with insurance product distribution under one relationship.
Is Capstone Consulting Group a public or private company?
Capstone Consulting Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Capstone Consulting Group founded?
Capstone Consulting Group was founded in 2000. It employs 1 to 10 people.
Where is Capstone Consulting Group based?
Capstone Consulting Group is headquartered in Victorville, United States, in the North America region.
How does Capstone Consulting Group make money?
Two revenue lines are on record. Fee-Based Investment Advisory Services are the primary driver. The others are insurance Products.
Who are Capstone Consulting Group's main competitors?
Broad incumbents on record are Ameriprise Financial, Fidelity Wealth Services, Raymond James Financial, Northwestern Mutual, LPL Financial, Wells Fargo Advisors and New York Life Wealth Management. Direct peers are Edward Jones and Cetera Financial Group. Charles Schwab Advisor Services is listed as an others.
Does Capstone Consulting Group have an API?
No public API is recorded for Capstone Consulting Group.
What industry is Capstone Consulting Group in?
Capstone Consulting Group's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEABAB, Broker-Dealer Affiliated Wealth Advisory, with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.