CAPSTONE WEALTH ADVISORS, LLC

Overview

Capstone Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC that focuses on financial planning and portfolio management for individuals and small business owners. The firm combines advisory fees (percentage of AUM), hourly charges and fixed fees with insurance brokerage capabilities, which supports a mix of investment and insurance solutions for client needs. Capstone is not a capital allocator that runs proprietary funds; instead it sources third‑party managers and products to build client portfolios. The practice is moderately small in scale and appears oriented toward diversified, manager-driven public fund allocations supplemented by insurance and private-market options for clients who qualify.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices