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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 | 2024-09-10 |
| AL | RA | APPROVED | 2024-09-04 |
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 |
|---|---|---|---|---|
| White, Mcclung, And Barber, Llc | Andalusia | AL | 01/2011 | Present |
| Prevett Financial | Andalusia | AL | 03/2023 | 09/2024 |
| Providence Financial Consulting, Llc | Andalusia | AL | 12/2022 | Present |
| Capstone Wealth Advisors, Llc | Andalusia | AL | 07/2024 | Present |
-an accountant with White, McClung, and Barber, LLC -independent licensed insurance agent -partner in a small business that manages rental properties
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