Capstone Wealth Advisors, LLC
● SEC registered since 2017CRD 287670SEC# 801-110036Salem, OR
Reg. AUM
$102.4M
Employees
3
Accounts
422
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 $102.4 million in regulatory assets under management and employs 3 people.
Capstone Wealth Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Telford Norton Control | Chief Compliance Officer | 50-75% | 2017 |
Frequently asked questions
How much does Capstone Wealth Advisors, LLC manage?
Capstone Wealth Advisors, LLC reports $102.4 million in regulatory assets under management on its Form ADV.
How many employees does Capstone Wealth Advisors, LLC have?
Capstone Wealth Advisors, LLC reports 3 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
| Address | 388 State Street, Suite 700, Salem, OR 97301 |
| Phone | 503-967-1980 |
| Office hours | 8 a.m. To 4 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$102.4M▼ 86%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$102.4Mregulatory AUM
Discretionary $102.4M