Capstone Financial Group, Inc. (OTCMKTS:CAPP) is a diversified financial services firm headquartered in Bethesda, Maryland, specializing in wealth management, insurance solutions and mortgage brokerage. Operating through its subsidiaries, the company provides advisory, brokerage, retirement planning and risk management products tailored to individual and institutional clients. By integrating investment advice with insurance underwriting, Capstone supports clients throughout their financial lifecycle.
The firm’s service offerings encompass personalized financial planning, portfolio management, life and health insurance underwriting and retirement income solutions. Its asset management division constructs model portfolios across equities, fixed income and alternative investments, while the insurance group underwrites private mortgage insurance and annuity products. These combined capabilities enable clients to address investment growth, wealth preservation and risk mitigation under a single, cohesive platform.
Since its founding in 2003, Capstone Financial Group has pursued a disciplined growth strategy that balances organic expansion with strategic acquisitions. The company has broadened its footprint across the United States by establishing regional offices to better serve high-net-worth families, small businesses and institutional investors. Its mortgage division partners with independent lenders and banking institutions to facilitate home loan origination and mortgage insurance solutions.
Capstone is led by a seasoned management team with extensive experience in finance, insurance and mortgage services. The executive leadership emphasizes a client-centric culture built on transparency, regulatory compliance and prudent risk management. Leveraging technology-driven platforms and in-depth market analysis, Capstone continues to refine its solutions to meet evolving client objectives and market conditions.
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