CAPSTONE WEALTH ADVISORS, LLC

Overview

Capstone Wealth Advisors, LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates under an owner-managed structure and charges clients via a mix of percentage-of-AUM fees, hourly billing and fixed fees. Since its SEC registration in 2017, Capstone has concentrated on delivering core public-market solutions—using pooled mutual funds and similar vehicles for broad exposure—and supplements those with targeted income and alternative allocations where appropriate. The firm does not identify as an active ESG investor and does not position itself as a multi-state adviser. Service delivery centers on bespoke planning combined with discretionary management for clients who prefer an outsourced portfolio solution. Capstone’s business model and client base suggest a focus on private wealth households and families seeking consolidated investment oversight rather than institutional advisory mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices