SEC Form ADV

CAPSTONE WEALTH ADVISORS, LLC

Firm profile: Capstone Capital Wealth Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserOR
$102.4M
Assets Under Management
422
Total Clients
3
Employees
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Registration Details

Accession
CRD-287670
Location
SALEM, OR
Filing Date
March 31, 2026
AUM
$102.4M
Total Clients
422
Employees
3
Amendment
No

Client Types

IndividualsHNW Individuals

About this Adviser

CAPSTONE WEALTH ADVISORS, LLC is a registered investment adviser headquartered in SALEM, OR, managing approximately $102.4M in assets across 422 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.