CAPSTONE WEALTH ADVISORS, LLC
CRD #287670 SEC #801-110036 SALEM, OR 503-967-1980
SEC Registered
Total AUM
$230.4M
Discretionary
$230.4M
Employees
4
Clients
26
Accounts
838
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $230.4M | $230.4M | $0 | 4 | 37 |
| Feb 2025 | $720.9M | $720.9M | $0 | 2 | 39 |
| Mar 2024 | $720.9M | $720.9M | $0 | 11 | 39 |
| May 2023 | $652.4M | $652.4M | $0 | 11 | 0 |
| Mar 2023 | $652.4M | $652.4M | $0 | 9 | 0 |
| Mar 2022 | $672.2M | $672.2M | $0 | 9 | 11 |
| Mar 2022 | $672.2M | $672.2M | $0 | 8 | 11 |
| Sep 2021 | $568.1M | $568.1M | $0 | 8 | 13 |
| Aug 2021 | $568.1M | $568.1M | $0 | 9 | 13 |
| Mar 2021 | $568.1M | $568.1M | $0 | 9 | 13 |
| Mar 2021 | $193.6M | $193.6M | $0 | 9 | 0 |
| Mar 2021 | $193.6M | $193.6M | $0 | 9 | 0 |
| Mar 2021 | $193.6M | $193.6M | $0 | 9 | 0 |
| Oct 2020 | $193.6M | $193.6M | $0 | 10 | 0 |
| Jul 2020 | $193.6M | $193.6M | $0 | 10 | 0 |
| Apr 2020 | $193.6M | $193.6M | $0 | 7 | 0 |
| Apr 2020 | $193.6M | $193.6M | $0 | 7 | 0 |
| Mar 2020 | $193.6M | $193.6M | $0 | 7 | 0 |
| Dec 2019 | $304.6M | $304.6M | $0 | 7 | 0 |
| Nov 2019 | $304.6M | $304.6M | $0 | 10 | 0 |
| Mar 2019 | $304.6M | $304.6M | $0 | 9 | 0 |
| Oct 2018 | $235.5M | $235.5M | $0 | 9 | 0 |
| Oct 2018 | $235.5M | $235.5M | $0 | 8 | 0 |
| Sep 2018 | $235.5M | $235.5M | $0 | 8 | 0 |
| Sep 2018 | $235.5M | $235.5M | $0 | 7 | 0 |
| Sep 2018 | $235.5M | $235.5M | $0 | 7 | 0 |
| Jul 2018 | $235.5M | $235.5M | $0 | 7 | 0 |
| Jun 2017 | $227.6M | $227.6M | $0 | 5 | 0 |
| Jun 2017 | $227.6M | $227.6M | $0 | 5 | 0 |
| Mar 2017 | $0 | $0 | $0 | 5 | 0 |
| Feb 2017 | $0 | $0 | $0 | 5 | 0 |
| Feb 2017 | $0 | $0 | $0 | 5 | 0 |
DateJul 2025
Total AUM$230.4M
Discretionary$230.4M
Non-Disc.$0
Employees4
Clients37
DateFeb 2025
Total AUM$720.9M
Discretionary$720.9M
Non-Disc.$0
Employees2
Clients39
DateMar 2024
Total AUM$720.9M
Discretionary$720.9M
Non-Disc.$0
Employees11
Clients39
DateMay 2023
Total AUM$652.4M
Discretionary$652.4M
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$652.4M
Discretionary$652.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$672.2M
Discretionary$672.2M
Non-Disc.$0
Employees9
Clients11
DateMar 2022
Total AUM$672.2M
Discretionary$672.2M
Non-Disc.$0
Employees8
Clients11
DateSep 2021
Total AUM$568.1M
Discretionary$568.1M
Non-Disc.$0
Employees8
Clients13
DateAug 2021
Total AUM$568.1M
Discretionary$568.1M
Non-Disc.$0
Employees9
Clients13
DateMar 2021
Total AUM$568.1M
Discretionary$568.1M
Non-Disc.$0
Employees9
Clients13
DateMar 2021
Total AUM$193.6M
Discretionary$193.6M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$193.6M
Discretionary$193.6M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$193.6M
Discretionary$193.6M
Non-Disc.$0
Employees9
Clients0
DateOct 2020
Total AUM$193.6M
Discretionary$193.6M
Non-Disc.$0
Employees10
Clients0
DateJul 2020
Total AUM$193.6M
Discretionary$193.6M
Non-Disc.$0
Employees10
Clients0
DateApr 2020
Total AUM$193.6M
Discretionary$193.6M
Non-Disc.$0
Employees7
Clients0
DateApr 2020
Total AUM$193.6M
Discretionary$193.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$193.6M
Discretionary$193.6M
Non-Disc.$0
Employees7
Clients0
DateDec 2019
Total AUM$304.6M
Discretionary$304.6M
Non-Disc.$0
Employees7
Clients0
DateNov 2019
Total AUM$304.6M
Discretionary$304.6M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$304.6M
Discretionary$304.6M
Non-Disc.$0
Employees9
Clients0
DateOct 2018
Total AUM$235.5M
Discretionary$235.5M
Non-Disc.$0
Employees9
Clients0
DateOct 2018
Total AUM$235.5M
Discretionary$235.5M
Non-Disc.$0
Employees8
Clients0
DateSep 2018
Total AUM$235.5M
Discretionary$235.5M
Non-Disc.$0
Employees8
Clients0
DateSep 2018
Total AUM$235.5M
Discretionary$235.5M
Non-Disc.$0
Employees7
Clients0
DateSep 2018
Total AUM$235.5M
Discretionary$235.5M
Non-Disc.$0
Employees7
Clients0
DateJul 2018
Total AUM$235.5M
Discretionary$235.5M
Non-Disc.$0
Employees7
Clients0
DateJun 2017
Total AUM$227.6M
Discretionary$227.6M
Non-Disc.$0
Employees5
Clients0
DateJun 2017
Total AUM$227.6M
Discretionary$227.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateFeb 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateFeb 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0