Capstone Capital Wealth Advisors
Capstone Capital Wealth Advisors is an SEC-registered wealth manager in Henderson, NV with $408.4M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Capstone Capital Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 123764, SEC 801-108040, data through 2026-02-24.
- AUM (assets under management / regulatory AUM)
- $408.4M (2026-02-24)
- Firm type
- Wealth Manager
- Location
- Henderson, NV
- Employees
- 4
- Clients
- 200
- CRD
- 123764
- Ownership
- LEAVITT, RONALD, KAY; BURR, JEFFREY, LYNN; WHITEHEAD, DANIEL, MELVIN; THOMAS, KIMBERLY, ELIZABETH; DAWSON, ADAM, MORONI
How much AUM does Capstone Capital Wealth Advisors have?
Capstone Capital Wealth Advisors reported $408.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-24).
Who owns Capstone Capital Wealth Advisors?
Disclosed owners and executives of Capstone Capital Wealth Advisors include LEAVITT, RONALD, KAY, BURR, JEFFREY, LYNN, WHITEHEAD, DANIEL, MELVIN, THOMAS, KIMBERLY, ELIZABETH, DAWSON, ADAM, MORONI. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.