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| Keyboard |
| Capstone Wealth Advisors LLC
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|---|---|
| CRD # | 287670 |
| SEC # | 801-110036 |
| CIK # | |
| AUM | 102.4 M (2026-03-31) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 503-967-1980 |
| Address | 388 State Street, Suite 700 Salem, OR 97301 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 93 | 27.4 |
| (b) Individuals (high net worth individuals) | 32 | 75.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 422 | 102.4 |
| By Discretionary | ||
| Discretionary | 422 | 102.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 422 | 102.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 102.4 | |
| Total | 422 | 102.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
First Financial Services LLC
✚
|
AR | 103.2 M |
|
Ironhorn Advisors LLC
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TX | 103.0 M |
|
Templer Wealth Management LLC
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VA | 102.9 M |
|
Needham R B Advisory Corp
✚
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MA | 102.4 M |
|
Domestique Capital LLC
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102.4 M | |
|
BHC Wealth Management LLC
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|
Sanctuary Financial Planning LLC
✚
|
102.2 M | |
|
Wynn Capital Management LLC
✚
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CA | 102.0 M |
|
Sound Legacy Wealth Advisors LLC
✚
|
102.0 M | |
|
Endurance Financial Planning LLC
✚
|
TX | 101.8 M |