CAPSTONE CAPITAL LLC
Legal name: CAPSTONE CAPITAL WEALTH ADVISORS
CRD #123764 SEC #801-108040 HENDERSON, NV 702-433-7588
SEC Registered
Total AUM
$360.5M
Discretionary
$360.5M
Employees
6
Clients
11
Accounts
537
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $360.5M | $360.5M | $0 | 6 | 2 |
| Oct 2025 | $360.5M | $360.5M | $0 | 6 | 2 |
| Mar 2025 | $360.5M | $360.5M | $0 | 6 | 2 |
| Jan 2025 | $321.3M | $321.3M | $0 | 5 | 0 |
| Sep 2024 | $321.3M | $321.3M | $0 | 5 | 0 |
| Apr 2024 | $321.3M | $321.3M | $0 | 5 | 0 |
| Mar 2024 | $321.3M | $321.3M | $0 | 3 | 0 |
| Sep 2023 | $313.8M | $313.8M | $0 | 5 | 0 |
| Jul 2023 | $313.8M | $313.8M | $0 | 5 | 0 |
| May 2023 | $313.8M | $313.8M | $0 | 6 | 0 |
| Mar 2023 | $313.8M | $313.8M | $0 | 6 | 0 |
| Nov 2022 | $339.2M | $339.2M | $0 | 7 | 0 |
| Sep 2022 | $339.2M | $339.2M | $0 | 7 | 0 |
| Aug 2022 | $339.2M | $339.2M | $0 | 7 | 0 |
| Feb 2022 | $339.2M | $339.2M | $0 | 8 | 0 |
| Jan 2022 | $285.4M | $285.4M | $0 | 7 | 0 |
| Jun 2021 | $285.4M | $285.4M | $0 | 7 | 0 |
| May 2021 | $285.4M | $285.4M | $0 | 7 | 0 |
| Mar 2021 | $285.4M | $285.4M | $0 | 6 | 0 |
| Jan 2021 | $237.6M | $237.6M | $0 | 6 | 0 |
| May 2020 | $237.6M | $237.6M | $0 | 6 | 0 |
| Mar 2020 | $237.6M | $237.6M | $0 | 6 | 0 |
| Feb 2019 | $209.3M | $209.3M | $0 | 5 | 0 |
| Nov 2018 | $195.5M | $195.5M | $0 | 5 | 0 |
| Oct 2018 | $195.5M | $195.5M | $0 | 5 | 0 |
| Mar 2018 | $195.5M | $195.5M | $0 | 5 | 0 |
| Oct 2017 | $139.7M | $139.7M | $0 | 5 | 0 |
| Mar 2017 | $139.7M | $139.7M | $0 | 5 | 200 |
| Jun 2016 | $121.3M | $121.3M | $0 | 5 | 200 |
| Jul 2012 | $59.4M | $59.4M | $0 | 1 | 200 |
| May 2012 | $59.4M | $59.4M | $0 | 1 | 200 |
| Mar 2012 | $59.4M | $59.4M | $0 | 1 | 200 |
| Jul 2011 | $65.4M | $65.4M | $0 | 5 | -- |
| Mar 2011 | $65.4M | $65.4M | $0 | 5 | -- |
| Mar 2008 | $73.5M | $70.1M | $3.5M | 5 | -- |
| Sep 2007 | $45.1M | $45.1M | $0 | 5 | -- |
| Apr 2004 | $13.7M | $13.7M | $0 | 5 | -- |
| Jan 2004 | $13.7M | $13.7M | $0 | 5 | -- |
DateNov 2025
Total AUM$360.5M
Discretionary$360.5M
Non-Disc.$0
Employees6
Clients2
DateOct 2025
Total AUM$360.5M
Discretionary$360.5M
Non-Disc.$0
Employees6
Clients2
DateMar 2025
Total AUM$360.5M
Discretionary$360.5M
Non-Disc.$0
Employees6
Clients2
DateJan 2025
Total AUM$321.3M
Discretionary$321.3M
Non-Disc.$0
Employees5
Clients0
DateSep 2024
Total AUM$321.3M
Discretionary$321.3M
Non-Disc.$0
Employees5
Clients0
DateApr 2024
Total AUM$321.3M
Discretionary$321.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$321.3M
Discretionary$321.3M
Non-Disc.$0
Employees3
Clients0
DateSep 2023
Total AUM$313.8M
Discretionary$313.8M
Non-Disc.$0
Employees5
Clients0
DateJul 2023
Total AUM$313.8M
Discretionary$313.8M
Non-Disc.$0
Employees5
Clients0
DateMay 2023
Total AUM$313.8M
Discretionary$313.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$313.8M
Discretionary$313.8M
Non-Disc.$0
Employees6
Clients0
DateNov 2022
Total AUM$339.2M
Discretionary$339.2M
Non-Disc.$0
Employees7
Clients0
DateSep 2022
Total AUM$339.2M
Discretionary$339.2M
Non-Disc.$0
Employees7
Clients0
DateAug 2022
Total AUM$339.2M
Discretionary$339.2M
Non-Disc.$0
Employees7
Clients0
DateFeb 2022
Total AUM$339.2M
Discretionary$339.2M
Non-Disc.$0
Employees8
Clients0
DateJan 2022
Total AUM$285.4M
Discretionary$285.4M
Non-Disc.$0
Employees7
Clients0
DateJun 2021
Total AUM$285.4M
Discretionary$285.4M
Non-Disc.$0
Employees7
Clients0
DateMay 2021
Total AUM$285.4M
Discretionary$285.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$285.4M
Discretionary$285.4M
Non-Disc.$0
Employees6
Clients0
DateJan 2021
Total AUM$237.6M
Discretionary$237.6M
Non-Disc.$0
Employees6
Clients0
DateMay 2020
Total AUM$237.6M
Discretionary$237.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$237.6M
Discretionary$237.6M
Non-Disc.$0
Employees6
Clients0
DateFeb 2019
Total AUM$209.3M
Discretionary$209.3M
Non-Disc.$0
Employees5
Clients0
DateNov 2018
Total AUM$195.5M
Discretionary$195.5M
Non-Disc.$0
Employees5
Clients0
DateOct 2018
Total AUM$195.5M
Discretionary$195.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$195.5M
Discretionary$195.5M
Non-Disc.$0
Employees5
Clients0
DateOct 2017
Total AUM$139.7M
Discretionary$139.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2017
Total AUM$139.7M
Discretionary$139.7M
Non-Disc.$0
Employees5
Clients200
DateJun 2016
Total AUM$121.3M
Discretionary$121.3M
Non-Disc.$0
Employees5
Clients200
DateJul 2012
Total AUM$59.4M
Discretionary$59.4M
Non-Disc.$0
Employees1
Clients200
DateMay 2012
Total AUM$59.4M
Discretionary$59.4M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$59.4M
Discretionary$59.4M
Non-Disc.$0
Employees1
Clients200
DateJul 2011
Total AUM$65.4M
Discretionary$65.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$65.4M
Discretionary$65.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$73.5M
Discretionary$70.1M
Non-Disc.$3.5M
Employees5
Clients--
DateSep 2007
Total AUM$45.1M
Discretionary$45.1M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$13.7M
Discretionary$13.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2004
Total AUM$13.7M
Discretionary$13.7M
Non-Disc.$0
Employees5
Clients--