James Cornehlsen has been Chief Executive Officer of Capstone Investment Financial Group since September 2022, is a control person of the firm and directly owns between 50% and 75% of it. James Cornehlsen holds an Undergraduate degree from the University of Colorado and an MBA from the University of Rochester, William E. Simon School of Business.
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.
James “Jamie” Cornehlsen has been associated with Capstone Investment Financial Group, which he calls his second business after one he started in 1979. He focuses on helping business owners with their business as their most significant asset. He co-authored “Conquering the Divide: How to Use Economic Indicators to Catch Stock Market Trends” and is past president of the CFA Society of Colorado.
James Cornehlsen’s longest registration is the current one, 21 years at Capstone Investment Financial Group since 2005.
- Capstone Investment Financial Group, Inc.– · 1 yearColorado Springs, CO · Adviser representative · Firm CRD 150435
- – present · 21 yearsWebster, NY · Adviser representative · Firm CRD 122575
Professional designations
Listed by Capstone Investment Financial Group
- CFA
Investment adviser representative registrations
James Cornehlsen is registered as an investment adviser representative in 5 states. The first approvals date from June 2005; the most recent is New York, in March 2024.
- CaliforniaSince 17 April 2007
- ColoradoSince 29 June 2005
- FloridaSince 16 November 2005
- New YorkSince 7 March 2024
- TexasSince 17 April 2007
Examinations
No examinations are on James Cornehlsen’s record.
- Full name
- James Bryan Cornehlsen
- CRD
- 4589630
- Firm
- Capstone Investment Financial Group · CRD 122575
- Role
- Chief Executive Officer
- Office
- 115 WEST SALORI COURT, Webster, NY 14580
- Registration
- Investment adviser registration
- In the industry since
- June 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- capstoneinvest.com
Where does James Cornehlsen work?
James Cornehlsen has been Chief Executive Officer of Capstone Investment Financial Group, LLC since September 2022, and is a control person of the firm.
Is James Cornehlsen a financial advisor?
Yes. James Cornehlsen has a current investment-adviser registration in California, Colorado, Florida, New York and Texas, through Capstone Investment Financial Group since June 2005.
How many years of experience does James Cornehlsen have?
James Cornehlsen has 21 years in the financial industry, since June 2005, across 2 adviser firms.
Where is James Cornehlsen based?
James Cornehlsen’s registered office is in Webster, NY.
Is James Cornehlsen registered with FINRA?
No. James Cornehlsen has no current broker registration.
Is James Cornehlsen a CFA charterholder?
Capstone Investment Financial Group lists James Cornehlsen with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
Source: James “Jamie” Cornehlsen biography, capstoneinvest.com
How can I verify James Cornehlsen’s record?
Search CRD 4589630 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Cornehlsen’s full registration record.
