|
⚲
|
| Capstone Wealth Advisors LLC
✚
| |
|---|---|
| CRD # | 287670 |
| SEC # | 801-110036 |
| CIK # | |
| AUM | $720.9 MM (2024-03-11) |
| Employees | 11 (100% Investors, 0% Brokers) |
| Phone | 503-967-1980 |
| Address | 2005 Madrona Avenue SE Salem, OR 97302 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,185 | 307.7 |
| (b) Individuals (high net worth individuals) | 217 | 408.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 4.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,355 | 720.9 |
| By Discretionary | ||
| Discretionary | 3,355 | 720.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,355 | 720.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 720.9 | |
| Total | 3,355 | 720.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
BlueSky Wealth Advisors LLC
✚
|
NC | 0.7 |
|
Financial Enhancement Group LLC
✚
|
IN | 0.7 |
|
Amussen Hunsaker & Associates LLC
✚
|
UT | 0.7 |
|
Franklin Parlapiano Turner & Welch LLC
✚
|
TX | 0.7 |
|
North Point Portfolio Managers Corporation
✚
|
OH | 0.7 |
|
Erguz LLC
✚
|
TX | 0.7 |
|
Sachetta LLC
✚
|
MA | 0.7 |
|
Saxon Woods Advisors LLC
✚
|
NY | 0.7 |
|
Studio Investment Management LLC
✚
|
IL | 0.7 |
|
The Advisory Resource Group LLC
✚
|
OK | 0.7 |