Capstone Wealth Partners

Overview

Capstone Wealth Partners is an independent registered investment adviser organized as an LLC that reports to the SEC as of 2026. The firm is owner-operated and focuses on individual and family clients. Its fee arrangements combine a percentage of assets under management with the option of fixed fees. Core advisory services listed in filings include financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. The firm self-identifies as a capital allocator, indicating it places client capital with external managers in addition to managing public-market portfolios. The filing notes Capstone is not an ESG-focused adviser, not a multi-state adviser, and does not act as a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices