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CAPSTONE CAPITAL WEALTH ADVISORS

HENDERSON, NV · CRD 123764 · IAPD ↗ · 702-433-7588

$408.4MRegulatory AUM
3Advisory reps
5Employees
0Clients
11-25Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
February 2025 — CAPSTONE CAPITAL WEALTH ADVISORS notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
May 2024 — CAPSTONE CAPITAL WEALTH ADVISORS grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.