Capstone Wealth Advisors, LLC
Capstone Wealth Advisors, LLC is an SEC-registered mass-market adviser in Salem, OR with $102.4M assets under management (AUM, regulatory AUM), -86% over one year. See who owns Capstone Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 287670, SEC 801-110036, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $102.4M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Salem, OR
- Employees
- 3
- Clients
- 125
- CRD
- 287670
- Ownership
- WON, WING, BENNY; WON, BENNY; NORTON, ROBERT, TELFORD; SKOGSTAD, RYAN, ALLEN; BOUCHER, RONALD, RAY
How much AUM does Capstone Wealth Advisors, LLC have?
Capstone Wealth Advisors, LLC reported $102.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Capstone Wealth Advisors, LLC?
Disclosed owners and executives of Capstone Wealth Advisors, LLC include WON, WING, BENNY, WON, BENNY, NORTON, ROBERT, TELFORD, SKOGSTAD, RYAN, ALLEN, BOUCHER, RONALD, RAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.