CAPSTONE WEALTH ADVISORS, LLC

CAPSTONE WEALTH ADVISORS, LLC of ANDALUSIA, AL is an SEC-registered investment adviser (CRD 332360). Regulatory assets under management: $13.2M.

Registration

• CRD: 332360
• Type: Registered investment adviser
• Location: 218 SOUTH THREE NOTCH ST, ANDALUSIA, AL, 36420
• Phone: 334-222-3087
• Latest filing: 2026-02-06
• Regulatory AUM: $13.2M
• Discretionary AUM: $13.2M
• Clients: 2
• Accounts: 108

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332360 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search