Capstone Capital Wealth Advisors
Firm details
- Headquarters
- Henderson, Nevada
- CRD number
- 123764
- Registered since
- August 4, 2016
- Website
- capstonecap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI75.54%
- Individuals12.01%
- Banking / Thrift Institutions11.92%
- Charitable Organizations0.53%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Capstone Capital Wealth Advisors is an independent RIA that provides financial planning and discretionary portfolio management for individuals, families and some institutional clients. The firm is registered with the SEC (registered in 2016) and operates as a limited liability company with a mixed ownership structure of domestic entity and individual ownership. Its client billing mixes an assets-under-management fee schedule with fixed-fee arrangements, and its advisory work emphasizes planning and portfolio management for individual and small-business clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds64%
- State & Local Bonds21%
- Cash & Cash Equivalents6%
- Exchange Traded Equities4%
- US Government Bonds3%
Owners & executives
1 of 1
Adam Dawson
CEOCRD 4302052
Contacts
3 of 4
Adam Cress
Wealth AdvisorCRD 7123186
Ronald Leavitt
President and Co-FounderCRD 1440782
Eric Sorenson
Wealth AdvisorCRD 7612182
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 14Active vs passive
$174M in ETFs
16%
$27.5M
84%
$146M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $84.4M | 1,898,081 | 48.53% |
Location
Henderson, NV
Clark
Location
Henderson, NV
Headquartered in Henderson, NV, anchoring the Las Vegas-Henderson, NV metro in the West.
- Metro area
- Las Vegas-Henderson, NV
- Region
- West
- County
- Clark
- Address
- 2600 Paseo Verde Pkwy
- Time zone
- PT (UTC-8)
- Office locations
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