CRD: 332360
Capstone Wealth Advisors, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-04-2024
- Office Locations
- 1
Office Locations
About Capstone Wealth Advisors, LLC
Capstone Wealth Advisors, LLC is an Andalusia, AL registered investment adviser offering personalized financial planning and investment management, including retirement, estate, tax, and insurance planning. The firm also operates as a full-service tax, accounting, and business consulting practice, supporting more integrated advice. Reported portfolios show meaningful ETF use alongside cash and high-quality bonds, with custody through Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Shon McClung
Chief Compliance Officer, Managing Member, Partner
- CRD
- #7681864
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Terry Michael Wilson
Business Development Consultant
- CRD
- #8006184
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,200,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing