Capstone Capital Wealth Advisors

Capstone Capital Wealth Advisors (CRD# 123764) is a financial advisory firm headquartered in Henderson, NV. They manage $321,304,384 in 578 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
2600 Paseo Verde Parkway, Ste. 150, Henderson, NV 89074
https://www.linkedin.com/company/2829845/
By the Numbers
  • Total Assets Under Management
    321
    MILLION
  • Total Number of Accounts
    578
    ACCOUNTS
  • Average Account Value
    $555,890
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NE, NV, TX, UT

Financial Advisors at Capstone Capital Wealth Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Jeffrey Burr, financial advisor Henderson NV
Jeffrey L. Burr
CRD#: 4083249
2600 Paseo Verde Parkway, Ste. 150, Henderson, NV 89074

Jeffrey Burr (CRD# 4083249) is an Investment Advisor Representative working at Capstone Capital Wealth Advisors in Henderson, NV and has over 24 years of experience in the finance industry.

2
Adam Dawson, financial advisor Henderson NV
Adam M. Dawson
CRD#: 4302052
2600 Paseo Verde Parkway, Ste. 150, Henderson, NV 89074

Adam Dawson (CRD# 4302052) is an Investment Advisor Representative working at Capstone Capital Wealth Advisors in Henderson, NV and has over 23 years of experience in the finance industry.

3
Ronald Leavitt, financial advisor Henderson NV
Ronald K. Leavitt
CRD#: 1440782
2600 Paseo Verde Parkway, Ste. 150, Henderson, NV 89074

Ronald Leavitt (CRD# 1440782) is an Investment Advisor Representative working at Capstone Capital Wealth Advisors in Henderson, NV and has over 38 years of experience in the finance industry.

4
Ryan Mack, financial advisor Henderson NV
Ryan P. Mack
CRD#: 5860781
2600 Paseo Verde Parkway, Ste. 150, Henderson, NV 89074

Ryan Mack (CRD# 5860781) is an Investment Advisor Representative working at Capstone Capital Wealth Advisors in Henderson, NV and has over 13 years of experience in the finance industry.

5
Jennifer Johns, financial advisor Henderson NV
Jennifer L. Johns
CRD#: 6699261
2600 Paseo Verde Parkway, Ste. 150, Henderson, NV 89074

Jennifer Johns (CRD# 6699261) is an Investment Advisor Representative working at Capstone Capital Wealth Advisors in Henderson, NV and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals