Capstone Wealth Advisors, Llc
- Regulatory AUM
- $102M
- Discretionary
- $102M
- Clients
- 125
- Avg AUM / client
- $819K
- Accounts
- 422
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 93 | $27.4M | 26.8% |
| High net worth individuals | 32 | $75.0M | 73.2% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Fedelta Home Care Llc 401(k) Profit Sharing Plan & Trust Fedelta Home Care Llc | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Telford Norton | Chief Compliance Officer | Feb 2017 (10y) | 50% – 75% | |
| Ryan Skogstad | Member And Investment Advisor Representative | Feb 2017 (10y) | 50% – 75% | |
| Jacob Arrowsmith Wihtol | Registered representative | Dec 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Fedelta Home Care Llc 401(k) Profit Sharing Plan & Trust | Fedelta Home Care Llc | 442 | $1.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 952 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Truist Financial Corp $77.1M (75% of AUM) Mar 2026
- Altruist Financial $77.1M (75% of AUM) Mar 2026
- Charles Schwab & Co. $12.7M (12% of AUM) Mar 2026
- Bluerock Real Estate Holdings, Llc $12.5M (12% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗