Next-Gen · rank 51 · Bellevue, Washington · listed firm: UBS Private Wealth Management
Identity & firm
- Firm — UBS Private Wealth Management (Capstone Advisors) (high)
- “Bijan is a Senior Partner and Portfolio Manager for Capstone Advisors and a Senior Vice President at UBS Private Wealth Management.” — firm_official
- “UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
- Parent company — UBS Group AG (high)
- “Backed by the strength of our parent company, UBS AG” — firm_official
- Firm type — wirehouse (high)
- “"firm_name":"UBS FINANCIAL SERVICES INC.","branch_city":"Bellevue","branch_state":"WA","firm_bd_full_sec_number":"8-16267","firm_ia_full_sec_number":"801-7163"” — sec_finra_regulatory
- Team name — Capstone Advisors (high)
- “Capstone Advisors Private Wealth Management” — firm_official
- Team size — 13 (high)
- “13 person seasoned team” — firm_official
- CRD — 5949278 (high)
- “BIJAN BEHBOODI | 5949278 | UBS FINANCIAL SERVICES INC. | Bellevue WA” — sec_finra_regulatory
- Years experience — 10 (medium)
- “Bijan has over 10 years of experience working with clients to help them achieve what is most important to them.” — firm_official
- Designations — CFP, other:CEPA (Certified Exit Planning Advisor) (high)
- “As a Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®), he has a deep understanding of financial planning with areas of focus including: multigenerational wealth planning, complex estate plan” — firm_official
Book of business
- Team AUM ($M) — 1900 (high)
- “{"rank":51,"firm":"UBS Private Wealth Management","city":"Bellevue","state":"Washington","minAccountSize":"$5M","teamAssets":"$1.9B","typicalNetWorth":"$25-100M","typicalHouseholdSize":"$5-50M"}” — forbes_shook
- “$2 Billion Assets under management” — firm_official
- Account minimum ($M) — 5 (high)
- “"minAccountSize":"$5M"” — forbes_shook
- Typical client net worth ($M) — 25 (high)
- “"typicalNetWorth":"$25-100M"” — forbes_shook
- Client niche — ultra-high-net-worth business owners and corporate executives with exit/succession planning needs (high)
- “As a Private Wealth Advisor, Bijan focuses on working with Ultra High Net Worth business owners, corporate executives and families with complex planning needs.” — firm_official
- “Our process takes you from the initial stages of exit or succession planning all the way through the transaction close.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “"ia_only":"N","firm_bd_full_sec_number":"8-16267","firm_ia_full_sec_number":"801-7163"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisors.ubs.com/capstone/ (high)
- “Capstone Advisors Home (current) Meet the team Contact” — firm_official
- Value proposition (verbatim) — A plan for today, tomorrow and generations to come — Pursue what matters most. Defining your priorities. Pursuing what matters. Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. (high)
- “A plan for today, tomorrow and generations to come Pursue what matters most” — firm_official
- “Defining your priorities. Pursuing what matters. Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies.” — firm_official
- Differentiators — 120+ collective years of team experience, Exit/succession planning taken from initial stages through transaction close, All resources under one roof for a comprehensive plan, UBS Wealth Way three-dimension framework: Liquidity, Longevity, Legacy, Backed by UBS AG global scale — $7trn invested assets, 51 countries (high)
- “120+ Collective years of experience” — firm_official
- “Our process takes you from the initial stages of exit or succession planning all the way through the transaction close.” — firm_official
- Content marketing — none (medium)
- “Capstone Advisors Home (current) Meet the team Contact” — firm_official
- Has podcast — no (medium)
- “Capstone Advisors Home (current) Meet the team Contact” — firm_official
- Books published — 0 (medium)
- “A Finance and Economics major, Bijan currently sits on the "Top 40 under 40" Advisory Board to the Lundquist College of Business at his Alma Mater, The University of Oregon. In his free time, he and his fiancée love to t” — firm_official
- Linkedin url — https://www.linkedin.com/in/bijanbehboodi (high)
- Social presence — linkedin_active (low)
- “Bijan Behboodi, CFP® CEPA® - Private Wealth Advisor ...” — social_or_third_party_db
- Press awards — UBS Wealth Management Director's Council (2026), UBS Wealth Management President's Council (2024, 2025) (high)
- “Recognized as an industry leader: Forbes America's Top Next-Gen (Generation) Wealth Advisors, 2021, 2022, 2024, 2025, 2026” — firm_official
Visual brand
- Has distinct logo — no (high)
- “mediahandler/media/321450/UBS_Logo_Semibold.svg” — firm_official
- Logo url — https://advisors.ubs.com/mediahandler/media/321450/UBS_Logo_Semibold.svg (high)
- “mediahandler/media/321450/UBS_Logo_Semibold.svg” — firm_official
- Visual brand notes — Standard UBS corporate template: white ground, red keyline accents and red line-art icons (money, globe, mountain peak), clean sans-serif. Warm aspirational lifestyle photography — three generations in an apple orchard, family on a back porch, cafe owner. (high)
- “mediahandler/media/453487/Mountain_ peak_ top-red.svg” — firm_official
- “mediahandler/media/662302/01_Turn possibilities into a plan_Three generations in apple orchard.jpg” — firm_official
