Capstone Capital Group

Capstone Capital Group (CRD# 123764) is a financial advisory firm headquartered in Henderson, NV. They manage $121,272,407 in 349 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    121
    MILLION
  • Total Number of Accounts
    349
    ACCOUNTS
  • Average Account Value
    $347,485
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NV, TX, UT

Financial Advisors at Capstone Capital Group
Showing 1 - 6 of 6 top financial advisors.
1
Adam M. Dawson
CRD#: 4302052
2600 Paseo Verde Parkway, Suite 150, Henderson, NV 89074
96
Wealthminder
score

Adam Dawson (CRD# 4302052) is an Investment Advisor Representative working at Capstone Capital Group in Henderson, NV and has over 15 years of experience in the finance industry. Adam Dawson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jeffrey L. Burr
CRD#: 4083249
2600 Paseo Verde Parkway, Suite 150, Henderson, NV 89074
93
Wealthminder
score

Jeffrey Burr (CRD# 4083249) is an Investment Advisor Representative working at Capstone Capital Group in Henderson, NV and has over 16 years of experience in the finance industry.

3
Jason C. Walker
CRD#: 5609045
2600 Paseo Verde Pkwy #150, Henderson, NV 89074
93
Wealthminder
score

Jason Walker (CRD# 5609045) is an Investment Advisor Representative working at Capstone Capital Group in Henderson, NV and has over 7 years of experience in the finance industry.

4
Andres Escobedo
CRD#: 6349135
2600 Paseo Verde Parkway, Suite 150, Henderson, NV 89074
88
Wealthminder
score

Andres Escobedo (CRD# 6349135) is an Investment Advisor Representative working at Capstone Capital Group in Henderson, NV and has over 2 years of experience in the finance industry.

5
Ronald K. Leavitt
CRD#: 1440782
2600 Paseo Verde Parkway, Suite 150, Henderson, NV 89074
83
Wealthminder
score

Ronald Leavitt (CRD# 1440782) is an Investment Advisor Representative working at Capstone Capital Group in Henderson, NV and has over 30 years of experience in the finance industry.

6
Mark L. Dodds
CRD#: 1092926
2600 Paseo Verde Pkwy #150, Henderson, NV 89074
48
Wealthminder
score

Mark Dodds (CRD# 1092926) is an Investment Advisor Representative working at Capstone Capital Group in Henderson, NV and has over 16 years of experience in the finance industry.

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