Capstone Wealth Advisors, LLC

Overview

Capstone Wealth Advisors, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm primarily serves individuals and families and provides financial planning and discretionary portfolio management for both individual clients and small businesses. Its fee arrangements include a percentage-of-assets model alongside hourly and fixed-fee options. Capstone also operates as an insurance broker, which appears to complement its financial planning work. The adviser does not identify as an active ESG investor and is not listed as a multi-state or newly formed adviser. The firm reports an affiliation with accounting professionals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices