Ao Vang
Investment adviser representative at Capstone Investment Group
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Capstone Investment Group, LLCApr 2026 to now
- M.S. Howells & Co.Apr 2026 to now
- Global Asset ManagementJun 2021 to Mar 2026
- RBC Capital Markets, LLCJun 2021 to Mar 2026
- Fidelity Brokerage Services LLCMar 2020 to May 2021
- Royers Flowers & GiftsMay 2017 to Jan 2018
- RBC Capital Markets, LLCAug 2015 to Mar 2020
- RBC Global Asset Management (U.S.) Inc.Aug 2015 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (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
- 6556402
- Firm CRD
- 159918