CAPSTONE WEALTH ADVISORS,INC.

Overview

Capstone Wealth Advisors, Inc. is an independent, individually owned Registered Investment Adviser that operates as a capital allocator for both high-net-worth individuals and institutional clients. The firm emphasizes discretionary portfolio management and financial planning across households and small businesses, and it also provides portfolio services to larger business and institutional accounts. Its advisory scope includes selection of third‑party managers and pension consulting-type activities, signaling a manager‑of‑managers approach rather than a pure direct‑security boutique. Investment activity centers on public pooled funds—mutual funds and similar vehicles—as the core building blocks of client portfolios, while the firm also engages outside managers for alternative strategies. Fee arrangements are flexible, combining percentage‑of‑AUM billing with hourly and fixed‑fee options to accommodate planning engagements, consulting assignments, and institutional mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices