CAPSTONE WEALTH ADVISORS, LLC

2005 Madrona Avenue Se
Salem, Oregon 97302
Tel: 503-967-1980

About CAPSTONE WEALTH ADVISORS, LLC

CAPSTONE WEALTH ADVISORS, LLC, formally registered with the SEC as CAPSTONE WEALTH ADVISORS, LLC. The firm was established in 02/27/2017. They have over 2 offices throughout the country.

CAPSTONE WEALTH ADVISORS, LLC is a Salem, Oregon based Financial Planning firm with nearly $720,909,582 assets under management, offering retirement planning & investment advisory services to 3355 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	287670
SEC#	801-110036
Assets Managed by Firm	$720,909,582
No. of Clients	3355
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	3355	$720,909,582
Individuals (other than high net worth individuals)	1185	$307,652,101
High net worth individuals	217	$408,393,256
Charitable organizations	7	$4,864,225

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