HENDERSON, NVCRD 123764Latest ADV February 24, 2026
Capstone Capital Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Henderson, NV. Its latest Form ADV filing, dated February 24, 2026, reports $408M in regulatory assets under management, 4 employees, and 551 accounts.
Assets Under Management
$408M
Employees
4
Offices
--
Total Clients
200
Primary office
HENDERSON, NV
2600 PASEO VERDE PARKWAY, STE. 150, HENDERSON, NV, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.0% of total clients.
Top client categories% of clientsClients
1
Individuals
53.0%
106
2
HNWI
46.0%
92
3
Banks
0.5%
1
4
Charitable
0.5%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$408Mas of February 24, 2026
Discretionary100.0%
$408M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$408M
Total Accounts551
10Y AUM Change+$269M (+192.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee50:1
10Y Employee Change-1 (-20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.