Sandra Kay Drennon
Investment Adviser Representative at Capstone Investment Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Sandra Kay Drennon is an investment adviser representative with Capstone Investment Group in Olympia, WA, where they have been registered since 2012. They have worked in the securities industry since 1991 and have been registered with 5 firms, including Cetera Advisors LLC and Pacific WEST Financial Consultants Inc. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California, Oregon, and Washington.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Oregon, Washington
- Broker:
8 states and territories
Arizona, Kansas, Montana, North Dakota, Oregon, South Dakota, Texas, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Capstone Investment Group, LLC (Frmly Mcclelland Drennon AS. MGTMay 2008 – Sep 2018Olympia, WA
- Private Client ServicesJan 2016 – Feb 2023Louisville, KY
- Capstone Investment Group, LLC (Frmly Mcclelland Drennon AS. MGTOct 2018 – no end date reportedOlympia, WA
- Purshe Kaplan Sterling InvestmentsFeb 2023 – Apr 2025Albany, NY
- M.S. Howells & Co.Apr 2025 – no end date reportedScottsdale, AZ
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Capstone Investment Group
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Firm account minimum
- $200,000 (waivable)
- 0 - $250,0001.85%
- $250,001 - $500,0001.65%
- $500,001 - $750,0001.50%
- $750,001 - $1,000,0001.35%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Olympia, WA
- SEC file number:
- 801-121820
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 23, 2026
View full firm profileOther advisors at Capstone Investment Group
6 other advisors in the directory
Similar advisors in Olympia, WA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sandra Kay Drennon has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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