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CAPSTONE CAPITAL WEALTH ADVISORS
Legal name: CAPSTONE CAPITAL LLC
CRD 123764File 801-108040
APPROVED
Retail clients
Custody
Filing as of Jul 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$408.4M
Below cohort median (national)
Discretionary AUM
$408.4M
Clients
200
551 accounts
Employees
5
Above cohort median in NV
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Aug 4, 2016
- Principal office
- 2600 PASEO VERDE PARKWAY, STE. 150, HENDERSON, NV, 89074-7167
- Phone
- 702-433-7588
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $408.4M
- Discretionary AUM
- $408.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 551
- Non-discretionary accounts
- 0
- Total accounts
- 551
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $2.2M |
| High net worth individuals | 92 | $308.5M |
| Banking or thrift institutions | Fewer than 5 | $48.7M |
| Individuals (other than high net worth individuals) | 106 | $49.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.