Capstone Wealth Advisors,inc.
Capstone Wealth Advisors,inc. is an SEC-registered wealth manager with $36.8M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Capstone Wealth Advisors,inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 122357, data through 2012-06-26.
- AUM (assets under management / regulatory AUM)
- $36.8M (2012-06-26)
- Firm type
- Wealth Manager
- Employees
- 67
- CRD
- 122357
- Ownership
- RICH, RONALD, JACOB
How much AUM does Capstone Wealth Advisors,inc. have?
Capstone Wealth Advisors,inc. reported $36.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2012-06-26).
Who owns Capstone Wealth Advisors,inc.?
Disclosed owners and executives of Capstone Wealth Advisors,inc. include RICH, RONALD, JACOB. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.