Digital Alpha Advisors, LLC is a financial advisory firm based in Henderson, Nevada. It currently has approximately $1,415,612,243 of assets under management and employs about 17 people. Digital Alpha Advisors, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

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.

Wealth Advisors, Inc. is a financial advisory firm established in 2000, based in Henderson, NV, and Rancho Santa Fe, CA. The firm specializes in providing investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, and businesses. As a fiduciary, the firm is committed to acting in the best interest of clients. Investment services offered include asset management, financial planning, retirement income analysis, insurance and risk management, tax planning, business planning, estate and legacy planning. The firm follows a Seven Step Wealth Planning Process to identify, assess, grow, and protect wealth for clients. For Investment Management services, the firm requires a minimum account balance of $100,000. Fees for this service do not exceed 2.50% annually and are billed quarterly based on the account value. Financial planning and consulting services are offered on an hourly or flat fee basis, with fees ranging from $1,000 to $50,000. The firm may use various methods of analysis, including charting, cyclical analysis, fundamental analysis, and technical analysis. Wealth Advisors, Inc. does not charge performance-based fees, and clients have the option to place reasonable restrictions on the types of investments held in their portfolios. The firm recommends the use of Charles Schwab as the custodian and broker for client assets. Clients receive account statements directly from the custodian, and the firm does not accept proxy authority to vote client securities. The firm does not receive soft dollars in excess of what is allowed by regulations and does not pay referral fees to independent solicitors.