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Capstone Wealth Advisors, LLC CRD 287670
$102M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
388 State Street, Suite 700, Salem, OR 97301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2017-03-10 |
Branch Locations
388 State Street, Suite 700, Salem, OR 97301 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Salem | OR | 09/2012 | 03/2017 |
| Capstone Wealth Advisors, Llc | Salem | OR | 03/2017 | Present |
| Capstone Wealth Advisors, Llc | Salem | OR | 09/2012 | Present |
SKYWALKER LLC; INVESTMENT RELATED; SALEM, OR; COMMERCIAL REAL ESTATE FOR WM PRACTICE; 33.33% OWNERSHIP; START DATE 10/2013; 3 HRS PER MONTH; 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-02 |
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