Capstone Capital Wealth Advisors

Capstone Capital Wealth Advisors is an SEC registered investment adviser established in 2002, with $360,484,106 in discretionary assets under management as of December 31, 2024. The firm offers continuous personalized investment advice tailored to individual client needs, managing accounts on a discretionary basis. Clients have the flexibility to impose reasonable restrictions on investments. The firm acts as a fiduciary for clients, ensuring their best interests are prioritized, particularly in retirement rollovers. Services include investment management, financial planning, and no wrap fee programs. Fees are charged based on a percentage of assets under management, with a tiered fee schedule. Financial planning fees range from $5,000 to $20,000. The firm may negotiate fees based on client circumstances. Capstone Capital's investment strategies focus on long-term goals, asset allocation, and risk tolerance, with a client-centric approach. The firm does not charge performance-based fees or engage in side-by-side management. Clients include individuals, high net worth individuals, and various entities, with a minimum account size of $1 million. The firm's investment philosophy emphasizes diversification and risk management, with a focus on long-term market research. Capstone Capital does not vote proxies for client securities and does not provide guidance on legal matters related to client assets. The firm does not require pre-payment of fees exceeding $1,200 or have financial conditions that impair its ability to meet obligations.