# Capstone Global Advisors, LLC

> Capstone Global Advisors, LLC is a state-registered investment advisory firm in Wedowee, AL, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 21, 2026.

- CRD: 277104
- Filed as: CAPSTONE GLOBAL ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Wedowee, AL
- Filing period: October 2026
- Form ADV filing dated: July 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/277104
- AdvisorCensus page: https://advisorcensus.com/firm/capstone-global-advisors-llc-wedowee-al-277104

## Quick answers

**How is Capstone Global Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Capstone Global Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Capstone Global Advisors, LLC located?**
Capstone Global Advisors, LLC's principal office is in Wedowee, AL, according to its Form ADV.

**Is Capstone Global Advisors, LLC registered with the SEC or a state?**
Capstone Global Advisors, LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 277104.

**How much does Capstone Global Advisors, LLC manage?**
Capstone Global Advisors, LLC reports $9,739,707 in regulatory assets under management in its Form ADV filing dated July 21, 2026 (98% discretionary).

**What types of clients does Capstone Global Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (17); high net worth individuals (12); pension and profit sharing plans (but not the plan participants or government pension plans) (4).

**Does Capstone Global Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/277104

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $9,739,707
- Discretionary: $9,518,590
- Non-discretionary: $221,117

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $2,101,337 |
| High net worth individuals | 12 | $3,918,853 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $3,719,517 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- capstoneglobaladvisors.com
- retirewedowee.com
- Facebook @CapstoneGlobal
- Instagram @bacakplanner
- LinkedIn @stephanie-bacak-cfp®-a304021

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capstone Global Advisors, LLC (CRD 277104): Form ADV filing data as of October 2026.