Sandra
Drennon
Capstone Investment Group
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About this Advisor
Sandra Drennon is a financial advisor who works out of Olympia, Washington who has 11 years of industry experience. Drennon is an advisor for Capstone Investment Group. Over the course of their career, they have held roles at Capstone Investment Group, LLC (Frmly Mcclelland Drennon As. Mgt, Cetera Advisors LLC, Private Client Services and Purshe Kaplan Sterling Investments. Drennon maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California, Oregon and Washington. Capstone Investment Group is a registered investment company operating out of Olympia, WA. It handles $109 million in assets under management across its 1,064 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm provides services to two charities and foundations. Of its 1,064 client accounts, just 7% belong to high-net-worth clients who have at least $1 million in assets. Capstone Investment Group offers a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees typically are based on which services the firm provides the client. However, fee types billed by Capstone Investment Group can consist of any blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capstone Investment Group Brokerage Details
$108,868,143
8
1,064
$102,320
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Sandra Drennon Work History
Sandra has been registered as a financial advisor for 11 years.*
Purshe Kaplan Sterling Investments
Capstone Investment Group, LLC (Frmly Mcclelland Drennon As. Mgt
Private Client Services
Cetera Advisors LLC
Capstone Investment Group, LLC (Frmly Mcclelland Drennon As. Mgt
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sandra Drennon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capstone Investment Group
Olympia, WA
Olympia, WA
Olympia, WA
Olympia, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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