Capstone Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Salem, OR. Its latest Form ADV filing, dated March 31, 2026, reports $102M in regulatory assets under management, 3 employees, 1 office, and 422 accounts.
Assets Under Management
$102M
Employees
3
Offices
1 office
Total Clients
125
Primary office
SALEM, OR
388 STATE STREET, SUITE 700, SALEM, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.4% of total clients.
Top client categories% of clientsClients
1
Individuals
74.4%
93
2
HNWI
25.6%
32
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$102Mas of March 31, 2026
Discretionary100.0%
$102M
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.
Total AUM$102M
Total Accounts422
10Y AUM Change+$102M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee42:1
10Y Employee Change-2 (-40.0%)
* 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.