Bryan William Pettit
Investment adviser representative at Capstone Investment Group
13 yearsExperience
4 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
13 years in the industry.
- M.S. Howells & Co.Apr 2025 to now
- Capstone Investment Group, LLCAug 2018 to now
- Purshe Kaplan Sterling InvestmentsFeb 2023 to Apr 2025
- Private Client ServcesAug 2018 to Mar 2023
- Cuso Financial Services, LPApr 2013 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 4 states (CA, OR, TX, 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
- 5696287
- Firm CRD
- 159918