Best Investors
Account
Sign in
Best Investors
Account
Sign in
Capstone Wealth Advisors, LLC CRD 332360
$13.2M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
218 South Three Notch St, Andalusia, AL 36420 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-08 |
| AL | RA | APPROVED | 2024-12-03 |
Branch Locations
218 South Three Notch St, Andalusia, AL 36420 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Powersouth Energy Cooperative | Andalusia | AL | 12/2002 | 12/2022 |
| Powersouth Energy Cooperative | Andalusia | AL | 12/2022 | 11/2024 |
| Capstone Wealth Advisors, Llc | Andalusia | AL | 11/2024 | Present |
INSURANCE SALES; INVESTMENT-RELATED; ANDALUSIA; INSURANCE AGENT; APPROXIMATELY 10 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-21 |
Reach out to this advisor