Lettie Sihota
Capstone RIA · Sumas, Washington
Lettie Sihota is a fee-only financial advisor at Capstone RIA in Sumas, Washington. Lettie focuses on retirement planning, pension planning and equity compensation. Capstone RIA reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Capstone RIA |
|---|---|
| Based in | Sumas, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $241.1M across 636 accounts |
| SEC registration | Investment adviser representative in AK, TX, WA · CRD 6269967 |
| Exams passed | Series 66 (2019) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.capstoneria.com |
| Profile |
How Lettie's firm compares
- Capstone RIA's average account is about $379,000, from its Form ADV (assets managed divided by 636 accounts).
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Questions about Lettie
Is Lettie Sihota a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lettie holds no broker registration, and Capstone RIA reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lettie charge for financial advice?
Lettie's firm, Capstone RIA, reports charging a percentage of assets on its SEC Form ADV.
Where is Lettie Sihota based?
Lettie Sihota is based in Sumas, Washington.
What does Lettie specialize in?
Lettie's specialties include retirement planning, pension planning and equity compensation. Lettie works with retirees.
Is Lettie Sihota registered with the SEC?
Yes. Lettie Sihota is registered as an investment adviser representative in AK, TX and WA (CRD 6269967), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Capstone RIA manage?
Capstone RIA reports $241.1M across 636 accounts in assets under management.
How do I contact Lettie Sihota?
Through Lettie's website, www.capstoneria.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Capstone RIA website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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