Sandra Kay Drennon
Investment adviser representative at Capstone Investment Group
18 yearsExperience
3 statesRegistered in
$342.7MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- M.S. Howells & Co.Apr 2025 to now
- Capstone Investment Group, LLC (frmly Mcclelland Drennon As. MgtOct 2018 to now
- Capstone Investment GroupMar 2012 to now
- Purshe Kaplan Sterling InvestmentsFeb 2023 to Apr 2025
- Private Client ServicesJan 2016 to Feb 2023
- Capstone Investment Group, LLC (frmly Mcclelland Drennon As. MgtMay 2008 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (CA, OR, WA).
Capstone Investment Group
Legal name: Capstone Investment Group, LLC
$342.7MAssets managed
819Clients
7Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2124900
- Firm CRD
- 159918