Capstone Wealth Advisors, LLC

Capstone Wealth Advisors, LLC (CRD# 287670) is a financial advisory firm headquartered in Salem, OR. They manage $720,909,582 in 3,355 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    721
    MILLION
  • Total Number of Accounts
    3,355
    ACCOUNTS
  • Average Account Value
    $214,876
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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.

AK, AZ, CA, CO, FL, ID, LA, NE, NV, NY, OR, TX, UT, WA

Financial Advisors at Capstone Wealth Advisors, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Brian M. Felshaw
CRD#: 6548905
2005 Madrona Avenue Se, Salem, OR 97302

Brian Felshaw (CRD# 6548905) is an Investment Advisor Representative working at Capstone Wealth Advisors, LLC in Salem, OR and has over 6 years of experience in the finance industry.

2
Steven G. Hoglund
CRD#: 3023628
11900 Ne 1st Street, Suite 300, Bellevue, WA 98005

Steven Hoglund (CRD# 3023628) is an Investment Advisor Representative working at Capstone Wealth Advisors, LLC in Bellevue, WA and has over 26 years of experience in the finance industry.

3
Robert T. Norton
CRD#: 4169694
2005 Madrona Avenue Se, Salem, OR 97302

Robert Norton (CRD# 4169694) is an Investment Advisor Representative working at Capstone Wealth Advisors, LLC in Salem, OR and has over 23 years of experience in the finance industry.

4
Lettie E. Sihota
CRD#: 6269967
2005 Madrona Avenue Se, Salem, OR 97302

Lettie Sihota (CRD# 6269967) is an Investment Advisor Representative working at Capstone Wealth Advisors, LLC in Salem, OR and has over 4 years of experience in the finance industry.

5
Brett C. Skogstad
CRD#: 6540776
2005 Madrona Avenue Se, Salem, OR 97302

Brett Skogstad (CRD# 6540776) is an Investment Advisor Representative working at Capstone Wealth Advisors, LLC in Salem, OR and has over 8 years of experience in the finance industry.

6
Linda J. Skogstad
CRD#: 4049657
Allyn, WA

Linda Skogstad (CRD# 4049657) is an Investment Advisor Representative working at Capstone Wealth Advisors, LLC in Allyn, WA and has over 24 years of experience in the finance industry.

7
Ryan A. Skogstad
CRD#: 4428249
2005 Madrona Avenue Se, Salem, OR 97302

Ryan Skogstad (CRD# 4428249) is an Investment Advisor Representative working at Capstone Wealth Advisors, LLC in Salem, OR and has over 22 years of experience in the finance industry.

8
Shawn C. Skogstad
CRD#: 5184533
2005 Madrona Avenue Se, Salem, OR 97302

Shawn Skogstad (CRD# 5184533) is an Investment Advisor Representative working at Capstone Wealth Advisors, LLC in Salem, OR and has over 17 years of experience in the finance industry.

9
Kosuke Takahashi
CRD#: 5915105
11900 Ne 1st St, Suite 300, Bellevue, WA 98005

Kosuke Takahashi (CRD# 5915105) is an Investment Advisor Representative working at Capstone Wealth Advisors, LLC in Bellevue, WA and has over 12 years of experience in the finance industry.

10
Tyler E. Ryan
CRD#: 5113394
2005 Madrona Avenue Se, Salem, OR 97302

Tyler Ryan (CRD# 5113394) is an Investment Advisor Representative working at Capstone Wealth Advisors, LLC in Salem, OR and has over 17 years of experience in the finance industry.

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