# Capstone Capital Wealth Advisors

> Capstone Capital Wealth Advisors is an SEC-registered investment advisory firm in Henderson, NV, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 7, 2026.

- CRD: 123764
- Filed as: CAPSTONE CAPITAL WEALTH ADVISORS
- Legal name: Capstone Capital LLC
- Also doing business as: CAPSTONE CAPITAL WEALTH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Henderson, NV
- Filing period: October 2026
- Form ADV filing dated: July 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/123764
- AdvisorCensus page: https://advisorcensus.com/firm/capstone-capital-wealth-advisors-henderson-nv-123764

## Quick answers

**How is Capstone Capital Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Capstone Capital Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Capstone Capital Wealth Advisors charge?**
Its Form ADV Part 2A brochure dated February 24, 2026 states: Flat fee: $5,000 to $20,000 (financial planning services); Hourly rate: $500 an hour (work not related to investment advisory services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Capstone Capital Wealth Advisors located?**
Capstone Capital Wealth Advisors' principal office is in Henderson, NV, according to its Form ADV.

**Is Capstone Capital Wealth Advisors registered with the SEC or a state?**
Capstone Capital Wealth Advisors is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 123764.

**How much does Capstone Capital Wealth Advisors manage?**
Capstone Capital Wealth Advisors reports $408,417,345 in regulatory assets under management in its Form ADV filing dated July 7, 2026 (100% discretionary).

**How have Capstone Capital Wealth Advisors' assets and staff changed since 2021?**
In the Form ADV data for Capstone Capital Wealth Advisors: Regulatory assets under management: $285,362,000 in the October 2021 data and $408,417,345 in the October 2026 data, up 43%. Total employees: 7 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Capstone Capital Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (106); high net worth individuals (92); banking or thrift institutions (1).

**Which custodians does Capstone Capital Wealth Advisors use?**
Capstone Capital Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Capstone Capital Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/123764

**Does Capstone Capital Wealth Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated February 24, 2026 says: "Capstone Capital Wealth Advisors has a minimum account size of $1 million for new clients. Exceptions may be allowed in certain instances at the sole discretion of Capstone Capital Wealth Advisors."

**What changed in Capstone Capital Wealth Advisors' recent Form ADV filings?**
In the August 2026 filing data: Employees performing advisory functions went from 2 to 3.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 24, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> Capstone Capital Wealth Advisors has a minimum account size of $1 million for new clients. Exceptions may be allowed in certain instances at the sole discretion of Capstone Capital Wealth Advisors.

- Flat fee: $5,000 to $20,000 (financial planning services)

> Capstone Capital Wealth Advisors charges its fee for financial planning services as a one-time, fixed fee ranging from $5,000 to $20,000 based on the scope of the client’s planning needs

- Hourly rate: $500 an hour (work not related to investment advisory services)

> Capstone Capital Wealth Advisors may charge up to $500.00 per hour for work not related to investment advisory services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $408,417,345
- Discretionary: $408,417,345
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 106 | $49,055,583 |
| High net worth individuals | 92 | $308,500,272 |
| Banking or thrift institutions | 1 | $48,702,459 |
| Charitable organizations | 1 | $2,159,031 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2016 (10 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NE, NV, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- capstonecap.com
- Facebook @CAPSTONECAPITALGROUP
- LinkedIn @2829845
- YouTube @UC1nyQcg---Gd3_wv2xpRjEQ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $285,362,000 | 7 | June 24, 2021 |
| October 2022 | $339,178,819 | 7 | September 28, 2022 |
| October 2023 | $313,832,667 | 5 | September 29, 2023 |
| October 2024 | $321,304,384 | 5 | September 3, 2024 |
| October 2025 | $360,484,106 | 6 | March 13, 2025 |
| October 2026 | $408,417,345 | 5 | July 7, 2026 |

Regulatory assets under management: $285,362,000 in the October 2021 data and $408,417,345 in the October 2026 data, up 43%.
Total employees: 7 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Employees performing advisory functions went from 2 to 3.

### March 2026
- Employees performing advisory functions went from 3 to 2.
- Regulatory assets under management went from $360,484,106 to $408,417,345 (+13%).

### January 2026
- No longer registered or notice-filed in IN.

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capstone Capital Wealth Advisors (CRD 123764): Form ADV filing data as of October 2026.