Capstone Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$102,375,746
Total clients
125
26% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
63
Average account size
$819,006
About
Capstone Wealth Advisors serves individual and high-net-worth clients as well as businesses, offering comprehensive financial planning and investment advisory services. Its planning services include retirement, estate, tax, philanthropic, education, cash‑flow and capital needs analyses in addition to ongoing portfolio management.
The firm emphasizes a long-term, balanced and disciplined approach, building broadly diversified portfolios that typically include mutual funds, ETFs, individual equities and fixed income, and using fundamental analysis alongside modern portfolio theory. Investment recommendations are implemented within client-specific investment policy statements and, in practice, most client assets are managed on a discretionary basis.
Noteworthy features include managing roughly $230 million of client assets with a small advisory team and no stated account minimum, producing relatively high AUM per advisor compared with many supported peers. The firm regularly uses third‑party asset managers and sub‑advisors (with authority to select or change them), may participate in wrap-fee programs, maintains a custodial relationship that provides institutional services, and does not vote client proxies, forwarding proxy materials directly to clients.
Client services
Expertise
Fee options
Estimated range from $500 to $10,000 depending on project complexity and scope
$0+: 0.10% unspecified - unspecified: up to 1.5%
$100 to $750 per hour depending on project complexity and expertise
Main office location
Capstone Wealth Advisors, LLC
388 State Street, Suite 700
Salem OR 97301, United States
Number of offices
2
Most active in
Alaska · Arizona · California · Colorado · Florida · Idaho · Louisiana · Nebraska · Nevada · New York · Oregon · Texas · Utah · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")