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Capstone Asset Management Company

5847 SAN FELIPE, SUITE 4100
HOUSTON, Texas 77057
United States
 
Contact :      Ms. Renee Estridge
Phone :       713-260-9000
Fax :             713-260-9025
Email :         restridge@capstonefinancial.com
Web :           http://www.capstonefinancial.com

Capstone Asset Management Company Information

Type of organization : C Corporation
Total Assets Managed ($Mil) : $2,600
Tax-Exempt Managed ($Mil) : $2,287
Taxable Assets Managed ($Mil) : $312
Year Founded : 1981
Wrap Programs Offered? : Yes
# of Accounts Managed : 1792
In-House Research : %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : Yes
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Capstone Asset Management Company History

Began in 1981 as Tenneco Financial Services. Changed name to Capstone Financial Services in 1987.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 0 Analysts : 1
Portfolio Managers : 4 Traders : 2
Client Service : 11 Operation : 12

Capstone Asset Management Company Personnel

Mrs.  Shelley Severson

Client Contact
Tel : 713-260-9000
Email: sseverson@capstonefinancial.com

Ms.  Renee Estridge

Marketing Associate
Tel : 800-262-6631
Email: restridge@capstonefinancial.com

Capstone Asset Management Company Product Name

Core Equity:Privately Managed Accounts
Report Created: January,27 2020.  Copyright Money Manager Review , All rights Reserved.
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