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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-25-2003
- Office Locations
- 1
Office Locations
About Capstone Capital Wealth Advisors
Capstone Capital Wealth Advisors is an independent SEC-registered RIA (founded 2002) providing fee-based wealth management and retirement planning for high-net-worth individuals, families, and small business owners nationwide. The firm builds systematic, disciplined, diversified portfolios aligned to client goals, with planning support around retirement readiness, business exits, and inheritances. Custody includes Charles Schwab; CEO Adam Dawson is a published author.
Team overview
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Custodian
Fund Managers
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Investment Vehicles
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Owner & Executives
ADAM MOISSON CORRIE
Chief Compliance Officer, DIRECTOR OF OPERATIONS
- CRD
- #5609082
- Ownership
- Less than 5%
ADAM MORONI DAWSON
Chief Executive Officer, Partner
- CRD
- #4302052
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Adam McNitt Cress
Wealth Advisor
- CRD
- #7123186
RONALD KAY LEAVITT
Partner
- CRD
- #1440782
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $408,417,345 | $741,229 |
| Non-Discretionary | $0 | -- |
| Total | $408,417,345 | $741,229 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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