← Tributary

CAPSTONE WEALTH ADVISORS, LLC

SALEM, OR · CRD 287670 · IAPD ↗ · capstonewealthadvisors.com · 503-967-1980

$102.4MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — CAPSTONE WEALTH ADVISORS, LLC reported RAUM down 56% ($230.4M -> $102.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
August 2025 — CAPSTONE WEALTH ADVISORS, LLC reported RAUM down 68% ($720.9M -> $230.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
53
March 2025 — CAPSTONE WEALTH ADVISORS, LLC shrank from 11 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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