Capstone Capital Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$357,555,855
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
198
46% high-net worth
Advisors
4
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
50
TypicalAverage account size
$1,805,838
About
Capstone Capital Wealth Advisors provides discretionary investment management and one-time financial planning to individuals (including high-net-worth clients) and to institutional-type clients listed in the brochure such as pension and profit-sharing plans, trusts, estates, and corporations. The firm reports managing approximately $408 million in client assets for about 198 clients with a four-advisor team.
The firm’s investment process emphasizes strategic asset allocation and long-term portfolio construction rather than security selection, preferring broadly diversified mutual funds and ETFs with low turnover and attention to overlap and tax considerations. Capstone tailors portfolios through personal discussions about goals, prior investment history, family composition, and risk tolerance, and it may rebalance accounts periodically while exercising discretionary trading authority under client agreements.
Compared with many peers, the brochure highlights that Capstone serves non-individual clients such as pension plans and corporate entities while also stating it has no material arrangements with banking or thrift institutions, a distinction that may matter to institutional clients. The firm relies on independent custodians (notably Charles Schwab), uses standing letters of authorization for third-party money movement when applicable, and leaves proxy voting and class-action matters to clients rather than voting securities on their behalf.
Client services
Financial planning
Portfolio management
Expertise
Business exit / sale strategy
Charitable giving & philanthropy
General retirement planning
Tax strategies for small businesses
Occupation focus
Founder/Business Owner
Retired
Fee options
Financial planning fixed fee ranging from $5,000 to $20,000
$0 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
Up to $500.00 per hour for non-investment advisory services
Account minimum: $1,000,000 Minimum fee: $2,500 minimum fee per quarter Fee-only: Financial planning fixed fee ranging from $5,000 to $20,000
Main office location
Capstone Capital Wealth Advisors
2600 Paseo Verde Parkway, Ste. 150
Henderson NV 89074-7167, United States
Number of offices
1
Most active in
Capstone Capital Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
California · Nebraska · Nevada · Texas · Utah
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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