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Chief Executive Officer · Capstone Investment Financial Group, LLC

James B. Cornehlsen

CRD 4589630 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Capstone Investment Financial Group, LLC, an SEC-registered wealth manager based in Webster, NY with $175 million in regulatory assets, lists James B. Cornehlsen on its Form ADV as Chief Executive Officer, a control person. The SEC filings also name James at 1 other registered adviser.

Firms and roles

AtlasMembers

James’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with James on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.