CAPSTONE CAPITAL WEALTH ADVISORS
Firm details
- Headquarters
- HENDERSON, Nevada
- CRD number
- 123764
- Registered since
- August 4, 2016
- Website
- capstonecap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI75.54%
- Individuals12.01%
- Banking / Thrift Institutions11.92%
- Charitable Organizations0.53%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Capstone Capital Wealth Advisors is an independent RIA organized as an LLC and registered with the SEC in 2016. The firm serves individuals, families and some institutional clients, offering financial planning and portfolio management for individuals and small businesses. Its fees are charged both as a percentage of AUM and as fixed fees. The firm does not identify as an active ESG investor and is not flagged as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds64%
- State & Local Bonds21%
- Cash & Cash Equivalents6%
- Exchange Traded Equities4%
- US Government Bonds3%
Owners & executives
1 of 1ADAM DAWSON
CEOCRD 4302052
Contacts
3 of 3Adam Cress
Wealth AdvisorCRD 7123186
RONALD LEAVITT
President and Co-FounderCRD 1440782
ADAM CORRIE
Director of OperationsCRD 5609082
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$151M in ETFs
16%
$24.1M
84%
$127M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $71.5M | 1,839,261 | 47.20% |
Location
HENDERSON, NV
CLARK
Location
HENDERSON, NV
Headquartered in HENDERSON, NV, anchoring the Las Vegas-Henderson, NV metro in the West.
- Metro area
- Las Vegas-Henderson, NV
- Region
- West
- County
- CLARK
- Address
- 2600 Paseo Verde Pkwy
- Time zone
- PT (UTC-8)
- Office locations
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