Capstone Insurance Advisor

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

194

Total plan assets

$10.2M

Filings (rows)

Direct comp

$20K

Indirect comp

Showing only "CAPSTONE INSURANCE ADVISOR"

View all 2 variants aggregated →

CAPSTONE INSURANCE9 CAPSTONE INSURANCE ADVISOR2

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Middleburg Management, LLC Middleburg 401(k) Plan · all filings	VIENNA, VA	Advisor / Consultant	126	$5.8M	$9K	$0
Middleburg Management, LLC Middleburg 401(k) Plan · all filings	VIENNA, VA	Advisor / Consultant	68	$4.4M	$11K	$0