Unclaimed Profile

Dana Marie Capozzella

CASCADE INVESTMENT GROUP, INC.·COLORADO SPRINGS, Colorado

SIE, Series 3, Series 7, Series 14, Series 24, Series 79TO, Series 99TOClean recordCASCADE INVESTMENT GROUP, INC.

444 E. PIKES PEAK AVENUE, COLORADO SPRINGS, CO 80903CRD# 2296851Firm CRD# 35844

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dana Marie Capozzella · COLORADO SPRINGS, CO

Registration

CRD #2296851 · CASCADE INVESTMENT GROUP, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 14

Series 24

Series 79TO

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CASCADE INVESTMENT GROUP, INC.

CRD 35844 · SEC 801-53819

AUM

$342M

Regulatory assets under management

Employees

940 client accounts

Services offered by CASCADE INVESTMENT GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CASCADE INVESTMENT GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Dana Marie Capozzella offer?

Dana Marie Capozzella specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLORADO SPRINGS, Colorado for a consultation.

What are Dana Marie Capozzella's credentials?

Dana Marie Capozzella is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dana Marie Capozzella located?

Dana Marie Capozzella is based in COLORADO SPRINGS, Colorado, working with CASCADE INVESTMENT GROUP, INC.. Their office serves clients in the COLORADO SPRINGS metropolitan area and surrounding communities.

How does Dana Marie Capozzella charge for services?

Dana Marie Capozzella's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CASCADE INVESTMENT GROUP, INC.?

CASCADE INVESTMENT GROUP, INC. has approximately 7 employees and manages $342M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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