Capstone Wealth Advisors
- Company typePrivate
- Founded2012
- HeadquartersSalem, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Capstone Wealth Advisors firmographics
Firmographics- Name
- Capstone Wealth Advisors
- Legal name
- Capstone Wealth Advisors, LLC
- Website
- https://capstonewealthadvisors.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Capstone Wealth Advisors industry classification
Industry- Product category
- Wealth Management Services
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Finance and Insurance (52)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industries
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Private Banking & UHNW Wealth Advisory (FSAEABAC), Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO) (FSABADAK)
Keywords
Where Capstone Wealth Advisors is headquartered
LocationHeadquarters
- HQ city
- Salem
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Capstone Wealth Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Financial Advisory Services: The firm generates revenue through comprehensive financial advisory and planning services. They manage assets for individuals and families, providing investment management and financial planning services. Based on industry practices for registered investment advisors (RIAs), revenue is likely derived from fee-based advisory arrangements, potentially including AUM-based fees, flat fees, or hourly billing for planning engagements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Monthly | Contact for personalized quote |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
Capstone Wealth Advisors product offering
Product offeringCore offering
Capstone Wealth Advisors provides personalized, fee-based financial planning and investment management services through five core offerings: Retirement Planning, Tax Planning, Investment Planning, Estate Planning, and Planning for Business Owners. The firm manages assets for individuals, families, retirees, business owners, and high-net-worth individuals in the Pacific Northwest, delivering advice through a structured four-step process from introductory meeting through ongoing advisory support.
Product overview
Capstone Wealth Advisors offers a suite of five integrated financial planning services: Retirement Planning, Investment Planning, Estate Planning, Tax Planning, and Planning for Business Owners. The firm provides personalized financial advice tailored to individuals, families, retirees, and business owners. Services are delivered through a structured four-step process: introductory meeting, exploration and preliminary planning, detailed planning, and ongoing support and advice. The company also manages assets for clients, providing investment management and financial planning services through its team of wealth advisors.
Differentiator
Problem solved
Functional benefit
Products and services
- Retirement Planning
- Tax Planning Long-term tax planning strategy focused on structuring finances to minimize tax liability, optimize tax-friendly investment returns, and mitigate tax impacts on estates and future net wealth. Targeted at individuals, families, retirees, and business owners seeking to reduce lifetime tax burden.
- Investment Planning Investment planning service that includes analyzing current portfolios, developing personalized investment strategies, implementing plans dynamically as circumstances change, and providing ongoing consultation and counsel. Aimed at individuals and families seeking to create and preserve wealth through diversification and long-term focus.
- Estate Planning Estate planning service that assists with will education, creating powers of attorney, choosing executors, designating beneficiaries, minimizing estate taxes and probate fees, and protecting assets for legacy distribution. Coordinated with clients' estate planning attorneys to ensure estates benefit intended people and charities.
- Planning for Business Owners Comprehensive planning service for business owners covering retirement planning, business succession, key employee protection through life insurance, and executive compensation including nonqualified deferred compensation and incentive plans. Designed for business owners confronting tax laws and regulations while growing their enterprise.
Companies that use Capstone Wealth Advisors
Customer profileSegments5 records
Ideal customer profiles5 records
Capstone Wealth Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Capstone Wealth Advisors partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- AltruistcoreAltruist is a custodian platform used by Capstone Wealth Advisors for client account management. Clients can access their Altruist accounts through the firm's website navigation.
- Charles SchwabcoreCharles Schwab is a custodian platform utilized by Capstone Wealth Advisors for client account custody and trading. Clients can access their Schwab accounts through the firm's website navigation.
Scale indicators2 records
Recent moves6 records
Expansion highlights4 records
Capstone Wealth Advisors competitors and assessment
Company assessmentBroad incumbents
- Cresset Asset Management: Multi-family office and wealth advisor serving UHNW and HNW clients with comprehensive planning, investment, and family-office services. Comparable in offering depth and active acquirer of founder-led RIAs.
- Mariner Wealth Advisors: Large independent RIA and wealth advisory firm offering comprehensive planning across investment, tax, estate, and business-owner contexts. Operates an active acquisition strategy for founder-led firms like Capstone.
- Creative Planning: Large independent RIA serving individuals and business owners with comprehensive financial planning and investment management. Comparable service model across retirement, tax, estate, and business-owner planning, though at vastly greater scale.
- Carson Wealth: National RIA and wealth management firm offering financial planning, investment management, and business-owner services. Comparable five-pillar planning approach and client segmentation strategy.
Direct peers
- Modera Wealth Management: Fee-only RIA serving individuals, families, and business owners with retirement, tax, estate, and investment planning. Comparable service taxonomy and boutique/founder-led positioning.
- Buckingham Strategic Wealth: Independent, fee-only RIA providing comprehensive financial planning for individuals, families, and business owners. Directly comparable in service scope and fee-based advisory model.
- Halbert Hargrove: Long-standing independent RIA offering comprehensive wealth management and financial planning to HNW individuals and families. Highly comparable given similar founder-led model, similar service taxonomy (retirement, estate, tax planning), and fee-based advisory revenue.
- Facets Wealth Partners: Independent, fee-only RIA offering comprehensive financial planning including retirement, investment, tax, and estate planning to HNW individuals and families. Closely matches Capstone's product lineup and fee-based business model.
Regional players
- Ferguson Wellman Capital Management: Pacific Northwest-based RIA headquartered in Portland, OR providing investment management and financial planning to HNW individuals, families, and institutions. Strong geographic comparability to Capstone's Oregon/Washington footprint.
- Coldstream Wealth Management: Pacific Northwest-based independent RIA headquartered in Bellevue, WA serving HNW individuals, families, and institutions. Geographic overlap and similar comprehensive wealth planning model make it a close regional comparable.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights5 records
Customer concentration
Capstone Wealth Advisors social profiles
Digital presenceCapstone Wealth Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Capstone Wealth Advisors leadership team
Management profileNumber of profiles
Profiles2 records
Capstone Wealth Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Capstone Wealth Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Capstone Wealth Advisors
What does Capstone Wealth Advisors do?
Capstone Wealth Advisors provides personalized, fee-based financial planning and investment management services through five core offerings: Retirement Planning, Tax Planning, Investment Planning, Estate Planning, and Planning for Business Owners. The firm manages assets for individuals, families, retirees, business owners, and high-net-worth individuals in the Pacific Northwest, delivering advice through a structured four-step process from introductory meeting through ongoing advisory support.
Is Capstone Wealth Advisors a public or private company?
Capstone Wealth Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Capstone Wealth Advisors founded?
Capstone Wealth Advisors was founded in 2012. It employs 1 to 10 people.
Where is Capstone Wealth Advisors based?
Capstone Wealth Advisors is headquartered in Salem, United States, in the North America region.
How does Capstone Wealth Advisors make money?
One revenue line is on record: financial Advisory Services.
Who are Capstone Wealth Advisors's main competitors?
Broad incumbents on record are Cresset Asset Management, Mariner Wealth Advisors, Creative Planning and Carson Wealth. Direct peers are Modera Wealth Management, Buckingham Strategic Wealth, Halbert Hargrove and Facets Wealth Partners. Regional players are Ferguson Wellman Capital Management and Coldstream Wealth Management.
Does Capstone Wealth Advisors have an API?
No public API is recorded for Capstone Wealth Advisors.
What industry is Capstone Wealth Advisors in?
Capstone Wealth Advisors's product category is Wealth Management Services. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent). Its NAICS code is 523940 and its SIC code is 6282.