Aidan Schultz has been an investment adviser representative at Capstone Investment Financial Group since February 2026, and is not listed among the firm’s executive officers or direct owners. Aidan Schultz holds a Degree in Economics from Colorado State University.
Capstone Investment Financial Group, LLC is a Webster, NY firm with $175M under management, 392 clients and 3 advisers across 3 offices, as of its September 2026 filing.
Aidan Schultz is a Wealth Advisor with Capstone Investment Financial Group. He assists in client services and portfolio support and spends most of his time in the firm's Denver Tech Center office.
- – present · under a yearGreenwood Village, CO · Adviser representative · Firm CRD 122575
Investment adviser representative registrations
Aidan Schultz is registered as an investment adviser representative in Colorado, since February 2026.
- ColoradoSince 13 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 February 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Aidan James Schultz
- CRD
- 8220919
- Firm
- Capstone Investment Financial Group · CRD 122575
- Office
- 5300 DTC Parkway, Suite 330, Greenwood Village, CO 80111
- Registration
- Investment adviser registration
- In the industry since
- February 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- capstoneinvest.com
Where does Aidan Schultz work?
Aidan Schultz is an investment adviser representative registered through Capstone Investment Financial Group, LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Aidan Schultz a financial advisor?
Yes. Aidan Schultz has a current investment-adviser registration in Colorado, through Capstone Investment Financial Group since February 2026.
How many years of experience does Aidan Schultz have?
Aidan Schultz has 0 years in the financial industry, since February 2026, across 1 adviser firm.
What exams has Aidan Schultz passed?
Aidan Schultz passed the Series 65 in February 2026.
Where is Aidan Schultz based?
Aidan Schultz’s registered office is in Greenwood Village, CO.
Is Aidan Schultz registered with FINRA?
No. Aidan Schultz has no current broker registration.
How can I verify Aidan Schultz’s record?
Search CRD 8220919 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Aidan Schultz’s full registration record.
