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).
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Total Assets Under Management721MILLION
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Total Number of Accounts3,355ACCOUNTS
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Average Account Value$214,876
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AZ, CA, CO, FL, ID, LA, NE, NV, NY, OR, TX, UT, WA
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.