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Capstone Financial Group LLCFinancial advisor in Birmingham, AL

Capstone Financial Group LLC is a financial advisor at 3500 Blue Lake Dr #290, Birmingham, AL 35243, ranked #28 of 59 financial planners in Birmingham and rated 5.0 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Birmingham, ALUpdated 0 paid placements in any rankingHow we rank

Call (866) 747-3223Website ↗

Key facts

Key facts about Capstone Financial Group LLC
Address3500 Blue Lake Dr #290, Birmingham, AL 35243Get directions
Phone(866) 747-3223
Websitethecapstoneway.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Birmingham and 11 towns within 25 miles: Vestavia Hills, Mountain Brook, Homewood, Hoover, Irondale, Chelsea, Fairfield, Pelham, Helena, Leeds and Forestdale.

Based in Birmingham, ALView on map

Opening hours

Opening hours for Capstone Financial Group LLC
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Capstone Financial Group LLC

How is Capstone Financial Group LLC ranked in Birmingham?

Capstone Financial Group LLC is ranked #28 of 59 financial planners in Birmingham by RFA Score, with 59 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Capstone Financial Group LLC’s hours?

Capstone Financial Group LLC is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Capstone Financial Group LLC serve?

Serves Birmingham and 11 towns within 25 miles: Vestavia Hills, Mountain Brook, Homewood, Hoover, Irondale, Chelsea, Fairfield, Pelham, Helena, Leeds and Forestdale. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Capstone Financial Group LLC?

Capstone Financial Group LLC has a rating of 5.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Capstone Financial Group LLC?

Call Capstone Financial Group LLC on (866) 747-3223. The business is at 3500 Blue Lake Dr #290, Birmingham, AL 35243. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Capstone Financial Group LLC compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Capstone Financial Group LLC (this business)—595.0 (4)NoNo
The Welch Group, LLC#23594.2 (6)NoNo4.9 mi
Christopher Miller - Edelman Financial Engines#24594.9 (11)NoNo1.7 mi
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