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Capstone Wealth Advisors, LLC

● SEC registered since 2017CRD 287670SEC# 801-110036Salem, OR
Export (members)
Reg. AUM
$230.4M
Employees
4
Accounts
838
Location
Salem, OR

Capstone Wealth Advisors, LLC assets under management

Capstone Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Salem, OR. The firm has been registered since 2017. It reports $230.4 million in regulatory assets under management and employs 4 people.
www.capstonewealthadvisors.comView on SEC.gov ↗

Capstone Wealth Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Robert Telford Norton ControlChief Compliance Officer50-75%2017

Frequently asked questions

How much does Capstone Wealth Advisors, LLC manage?

Capstone Wealth Advisors, LLC reports $230.4 million in regulatory assets under management on its Form ADV.

How many employees does Capstone Wealth Advisors, LLC have?

Capstone Wealth Advisors, LLC reports 4 employees.

Where is Capstone Wealth Advisors, LLC located?

Capstone Wealth Advisors, LLC is based in Salem, OR and has been SEC-registered since 2017.

Does Capstone Wealth Advisors, LLC disclose fund performance?

Capstone Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address388 State Street, Suite 700, Salem, OR 97301
Phone503-967-1980
Office hours8 a.m. To 4 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$230.4M
Non-discretionary$0
Total (RAUM)$230.4M