Summary

Capstone Financial Group

Founded in 2001

Description

Capstone Financial Group is a full-service financial planning firm based in Folsom, CA. They offer insurance and wealth management solutions for individuals and businesses in the greater Sacramento area and throughout California. With over 20 years of ...

Strengths

  • Capstone Financial Group has a strong market share in their industry
  • Revenue generated per employee is greater than industry average
  • Demonstrating revenue growth that is faster than the industry average
  • The number of employees is growing faster than the industry average
  • Revenue growth is more steady than the industry average
  • Since Capstone Financial Group was founded, the company has grown faster than the industry average

Weaknesses

  • Web traffic rankings are worse than the industry average

Annual Revenue

Capstone Financial Group's annual revenue

$6355000

Based on Kona Equity data

  • Revenue per employee

    $397188

  • Variance of revenue growth

    0.03

  • Annual revenue growth since founding

    $276304

  • Revenue growth rate from first known quarter to current

    75.2%

Employee Count

16 employees

  • Employee growth rate from first known quarter to current

    37.5%

Executives

Samantha Hall

Associate

s**@capstonefinancial.net

Brandon Morris

Accountant

b**@capstonefinancial.net

Ayo Adesanya

Principal

a**@capstonefinancial.net

Chris Vaccaro

CEO

c**@capstonefinancial.net

Cheryl Basinger

Associate

c**@capstonefinancial.net

Avigeya Paul

Financial Representative

a**@capstonefinancial.net

Kevin Wright

Associate

k**@capstonefinancial.net

Michael Arthurs

Financial Advisor

m**@capstonefinancial.net

Scott Planer

Financial Advisor

s**@capstonefinancial.net

John Carmichael

Senior Associate

j**@capstonefinancial.net

Phone Group

Chief Executive Officer

p**@capstonefinancial.net

Shelly Rodgers

Staff Accountant

s**@capstonefinancial.net

Nirmal Singh

Group Aic

n**@capstonefinancial.net

Harry Williams

Associate

h**@capstonefinancial.net

G Score - 6

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G1 Revenue is greater than the industry median.
  • G2 Income per employee more than industry average.
  • G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
  • G4 Employee growth rate from the first known quarter to current is higher than the industry average.
  • G5 Variance of revenue growth is less than the industry average
  • G6 Annual revenue growth since founding is higher than the industry average.

Web Analysis

  • Rank

    3.59 M

Location

620 Coolidge Dr, #165 180
Folsom, CA  95630

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Key Information

  • SIC: 6411; 641
  • NAICS: 524; 5242
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Capstone Financial Group.

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Frequently Asked Questions

Where is Capstone Financial Group located?

Capstone Financial Group's headquarters are located at 620 Coolidge Dr, #165 180 Folsom, CA  95630.


What is Capstone Financial Group's official website?

Capstone Financial Group's official website is capstonefinancial.net


What is Capstone Financial Group's revenue?

Capstone Financial Group's annual revenue is $6.4 M.


What is Capstone Financial Group's SIC code?

Capstone Financial Group's SIC: 6411; 641


What is Capstone Financial Group's NAICS code?

Capstone Financial Group's NAICS: 524; 5242.


How many employees does Capstone Financial Group's have?

Capstone Financial Group has 16 employees

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