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 registered investment adviser formed as an LLC and operating since 2016. The firm serves both individual and family clients as well as institutional relationships, and its ownership structure includes domestic entity and individual owners. Fee arrangements combine percentage-of-AUM billing with fixed-fee engagements. Core advisory services are financial planning and portfolio management targeted at individuals and small businesses. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1
Adam Dawson
CEOCRD 4302052
Contacts
3 of 4
Adam 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 14Active vs passive
$170M in ETFs
15%
$25.5M
85%
$145M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $83.1M | 1,873,234 | 48.85% |
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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