What departments does Capstone Financial Partners have?

Capstone Financial Partners has employees across 5 departments including Finance, Analytics, Business, Recruiting, Sales.

What is the largest department at Capstone Financial Partners?

The largest department at Capstone Financial Partners is Finance with 4 employees.

Where are Capstone Financial Partners employees located globally?

Capstone Financial Partners has employees across 2 continents and 2 countries including United States Of America, Other.

How has Capstone Financial Partners's team size changed over time?

Capstone Financial Partners's team has remained stable from approximately 1 to 1 employees based on available data.

Capstone Financial Partners Employee Directory

Financial Services11-50 Employees

Capstone Financial Partners operates in the financial services industry, offering wealth management and 401(k) retirement planning for individual investors, small business owners, and corporate clients. The firm emphasizes independent advice and a broad range of investment solutions, supported by an educational platform designed to help clients make informed decisions.

Investment advisory and securities services related to Capstone's offerings are provided through NFP Advisor Services, LLC, a registered broker-dealer and investment adviser. NFP Advisor Services, LLC is not affiliated with Capstone Financial Partners, and it does not provide tax or legal advice. Representatives of NFP Advisor Services may conduct business only in jurisdictions where they are properly registered, and product availability can vary by state and representative.

Capstone Financial Partners Global Highlights

North America
18

United States Of America
18

Capstone Financial Partners's Leadership

P. C.
Assistant Vice President
Mobile Phone
Email
M. P.
Associate Director
Mobile Phone
Email
A. P.
Wealth Manager
Mobile Phone
Email
M. S.
Wealth Manager
Mobile Phone
Email
A. D.
Financial Advisor
Mobile Phone
Email
B. G.
Portfolio Strategist
Mobile Phone
Email
D. G.
Investment Research Summer Analyst
Mobile Phone
Email
L. A.
New Business Assistant
Mobile Phone
Email

Capstone Financial Partners Employee Metrics

100%

50%

0%

2026

2025

Community & Social Services
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Capstone Financial Partners

Name

Title

Contact Info

Location

Last Update

P. J.
Sales Producer
Mobile Phone
Email
Oct 21, 2024
P. M.
Client Service Representative
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
R. K.
Client Service Representative
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
V. B.
Financial Services Professional
Mobile Phone
Email
United StatesGeorgia
Oct 17, 2024
V. M.
Financial Services Representative
Mobile Phone
Email
United StatesGeorgia
Jun 01, 2026

Frequently Asked Questions

What is Capstone Financial Partners known for?

Capstone Financial Partners operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-804-270-****

. Explore Capstone Financial Partners's company overview page for more information.

What is Capstone Financial Partners's most common email format?

Capstone Financial Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Capstone Financial Partners email formats with LeadIQ.

How many employees does Capstone Financial Partners have currently?

Capstone Financial Partners has approximately 11 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Capstone Financial Partners's key employees and leadership?

As of October 2025, Capstone Financial Partners's key employees include:

Assistant Vice President: P. C.
Associate Director: M. P.
Wealth Manager: A. P.
Wealth Manager: M. S.
Financial Advisor: A. D.

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Capstone Financial Partners Employee Directory

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Capstone Financial Partners Global Highlights

North America
18

Capstone Financial Partners's Leadership

Capstone Financial Partners Employee Metrics

Contact profiles from Capstone Financial Partners

Frequently Asked Questions

What is Capstone Financial Partners known for?

What is Capstone Financial Partners's most common email format?

How many employees does Capstone Financial Partners have currently?

Who are Capstone Financial Partners's key employees and leadership?

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Capstone Financial Partners Employee Directory

Find Capstone Financial Partners employees' phone numbers or email addresses

Name search is limited — try advanced search instead

Capstone Financial Partners Global Highlights

North America18

Capstone Financial Partners's Leadership

Capstone Financial Partners Employee Metrics

Contact profiles from Capstone Financial Partners

Frequently Asked Questions

What is Capstone Financial Partners known for?

What is Capstone Financial Partners's most common email format?

How many employees does Capstone Financial Partners have currently?

Who are Capstone Financial Partners's key employees and leadership?

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North America
18

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