Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | APPROVED | 2025-12-04 |
Branch Locations
388 State Street, Suite 700, Salem, OR 97301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Twality Middle School | Tigard | OR | 10/2015 | 08/2017 |
| Sustainable School Source | Sherwood | OR | 12/2019 | 12/2023 |
| Oswego Lake Country Club | Lake Oswego | OR | 01/2020 | 09/2020 |
| Oregon State University | Corvallis | OR | 09/2021 | 06/2025 |
| Infinity Impressions | Sherwood | OR | 07/2022 | 09/2022 |
| Updawg Painting | Portland | OR | 05/2023 | 12/2023 |
| Spanish Trails | Barcelona | 06/2024 | 08/2024 | |
| Clodfelters | Corvallis | OR | 08/2024 | 06/2025 |
| Capstone Wealth Advisors, Llc | Salem | OR | 10/2025 | Present |
| Unemployed | Tigard | OR | 07/2025 | 09/2025 |
| Tigard High School | Tigard | OR | 09/2017 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-03 |
Reach out to this advisor