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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Capstone Wealth Advisors LLC
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|---|---|
| CRD # | 287670 |
| SEC # | 801-110036 |
| CIK # | |
| AUM | $230.4 M (2025-07-29) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 503-967-1980 |
| Address | 388 State Street, Suite 700 Salem, OR 97301 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 224 | 83.1 |
| (b) Individuals (high net worth individuals) | 96 | 146.9 |
| (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 | 1 | 0.4 |
| (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 | 838 | 230.4 |
| By Discretionary | ||
| Discretionary | 838 | 230.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 838 | 230.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 230.4 | |
| Total | 838 | 230.4 |
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|---|---|---|
|
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✚
|
KY | 0.2 |
|
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CA | 0.2 |
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TN | 0.2 |
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Capitol Financial Consultants Inc
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VA | 0.2 |
|
Scott Marsh Financial LLC
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0.2 | |
|
RMSincerbeaux Capital Management LLC
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NY | 0.2 |
|
Insight INV LLC
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CA | 0.2 |
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WYZE Wealth Advisors LLC
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PA | 0.2 |
|
Financial Advisory Services LLC
✚
|
PA | 0.2 |