Wealth Manager
    SEC Registered
    Manages Private Funds

    Capstone Capital Wealth Advisors

    Registered investment advisor · Henderson, Nevada · CRD #123764

    Assets Under Management
    $408M
    Client Accounts
    551
    Employees
    4
    CRD Number
    123764
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Capstone Capital Wealth Advisors

    Capstone Capital Wealth Advisors is an independent SEC-registered investment advisor founded in 2002, offering fee-based wealth management services to business owners across the U.S. They focus on helping clients achieve life goals and manage their wealth efficiently. The firm has 2-10 employees.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Capstone Capital Wealth Advisors

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Capstone Capital Wealth Advisors's AUM?

    Capstone Capital Wealth Advisors reports approximately $408M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Capstone Capital Wealth Advisors headquartered?

    Capstone Capital Wealth Advisors is headquartered in Henderson, Nevada.

    What is Capstone Capital Wealth Advisors's CRD number?

    Capstone Capital Wealth Advisors's CRD number is 123764. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Capstone Capital Wealth Advisors manage?

    Capstone Capital Wealth Advisors manages approximately 551 client accounts according to its latest SEC filing.

    Is Capstone Capital Wealth Advisors SEC registered?

    Yes, Capstone Capital Wealth Advisors is registered with the SEC as an investment adviser with an approved registration status.

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