CRD: 287670
Capstone Wealth Advisors, LLC
$102.4M Total AUM
$102.4M Disc. AUM
-- 3Y CAGR
3 Employees
125 ADV. Clients
9 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-27-2017
- Office Locations
- 1
Office Locations
388 State Street, Suite 700 Salem OR
About Capstone Wealth Advisors, LLC
Capstone Wealth Advisors, LLC is an Oregon-based RIA providing personalized planning for individuals, high-net-worth families, and business owners, including retirement, tax, estate, and business succession planning. They pair this with investment planning focused on diversification, asset allocation, and risk management, using vehicles such as ETFs and mutual funds. Custody includes Charles Schwab.
Team overview
52 AVG AGE
$51.2M AVG AUM / ADVISOR
$819.0K AVG AUM / CLIENT
5 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
R
ROBERT TELFORD NORTON
Chief Compliance Officer, Senior Financial Advisor
- CRD
- #4169694
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
J
Jacob Arrowsmith Wihtol
--
- CRD
- #8148445
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,375,746 | $242,597 |
| Non-Discretionary | $0 | -- |
| Total | $102,375,746 | $242,597 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Private Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing