RIA Intel›Advisers›Alabama›CAPSTONE WEALTH ADVISORS, LLC

CAPSTONE WEALTH ADVISORS, LLC

Advisory

ANDALUSIA, AL

Data as of Feb 6, 2026 · Source: SEC Form ADV

Average account

$122K

across 108 accounts

AUM per adviser

$7M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 6, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients103

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAL, FL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

103 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AL

Closest by assets under management. All figures from Form ADV.

$13M

WITTER & WESTLAKE INVESTMENTS, INC.

$13M

BWB ADVISORY GROUP, LLC

$14M

CANADA CAPITAL, LLC

$14M

CAPITAL STEWARDS, LLC

$12M

ADS WEALTH MANAGEMENT LLC

$15M

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