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James Bryan Cornehlsen

CAPSTONE INVESTMENT FINANCIAL GROUP, LLC·WEBSTER, New York
Clean recordCAPSTONE INVESTMENT FINANCIAL GROUP, LLC
115 WEST SALORI COURT, WEBSTER, NY 14580CRD# 4589630Firm CRD# 122575

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Bryan Cornehlsen · WEBSTER, NY
Registration
CRD #4589630 · CAPSTONE INVESTMENT FINANCIAL GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Bryan Cornehlsen is a registered financial advisor based in WEBSTER, New York, affiliated with CAPSTONE INVESTMENT FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CAPSTONE INVESTMENT FINANCIAL GROUP, LLC
CAPSTONE INVESTMENT FINANCIAL GROUP, LLC
AUM
$137M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at CAPSTONE INVESTMENT FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4589630
Firm CRD# 122575
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Bryan Cornehlsen offer?
James Bryan Cornehlsen specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in WEBSTER, New York for a consultation.
What are James Bryan Cornehlsen's credentials?
James Bryan Cornehlsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Bryan Cornehlsen located?
James Bryan Cornehlsen is based in WEBSTER, New York, working with CAPSTONE INVESTMENT FINANCIAL GROUP, LLC. Their office serves clients in the WEBSTER metropolitan area and surrounding communities.
How does James Bryan Cornehlsen charge for services?
James Bryan Cornehlsen's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPSTONE INVESTMENT FINANCIAL GROUP, LLC?
CAPSTONE INVESTMENT FINANCIAL GROUP, LLC has approximately 6 employees and manages $137M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAPSTONE INVESTMENT FINANCIAL GROUP, LLC

William Raymond Sigrist
WEBSTER, NY
Elizabeth A. Cornehlsen
WEBSTER, NY
Ryan Mark Turbyfill
WEBSTER, NY
Ann Terese Zemann
WEBSTER, NY

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