{
  "slug": "capstone-pacific-investment-strategies-inc",
  "name": "Capstone Pacific Investment Strategies, Inc",
  "description": "Founded in 2010, Capstone Pacific Investment Strategies, Inc. is a registered investment advisor operating as a fiduciary. The firm offers comprehensive financial solutions including investment management, financial planning services for all life stages, and guidance on employer-sponsored plans. They also specialize in advising federal employees and agencies on complex civilian federal benefits programs.",
  "url": "https://optimly.ai/brand/capstone-pacific-investment-strategies-inc",
  "websiteUrl": "https://capstonepacificinc.com/",
  "logoUrl": "https://logo.clearbit.com/capstonepacificinc.com",
  "baiScore": 57.5,
  "bai_tier_status": "active",
  "bai_score_status": "active",
  "archetype": null,
  "archetype_status": "active",
  "category": "Wealth Management Firms",
  "categorySlug": null,
  "keyFacts": [],
  "aiReadiness": [],
  "competitors": [],
  "competitorsProse": null,
  "inboundCompetitors": [],
  "aiAlternatives": [],
  "parentBrand": null,
  "subBrands": [],
  "updatedAt": "2026-09-06T10:04:37.075Z",
  "verifiedVitals": {
    "website": "https://capstonepacificinc.com",
    "category": "Investment Advisory Firm",
    "what_it_does": "Capstone Pacific Investment Strategies, Inc. provides investment management, financial planning services, guidance on federal benefits for federal employees, and assistance with employer-sponsored plans (such as 401(k)s) for business owners and employees. The firm operates as a fiduciary, acting in the best interest of its clients.",
    "primary_audience": "The primary audience includes individual clients, federal employees, federal agencies, business owners, executives, young professionals, pre-retirees, and retirees.",
    "core_product": "The core product is investment management.",
    "pricing_model": {
      "kind": "custom",
      "detail": "Compensation is primarily through fees charged for portfolio management, based on a percentage of assets under management (AUM), billed quarterly in advance. The firm also offers advice on an hourly basis for financial planning services at a rate of $250/hour. They do not receive commissions."
    },
    "parent_ownership": "Capstone Pacific Investment Strategies, Inc. is an independent and privately held company, founded by Bryce Pease in 2010, and is a family business."
  },
  "intentTags": null,
  "businessProfileClaims": [],
  "timestamp": 1790295672041
}