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Capstone Wealth Advisors, LLC

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Client assets under management

$102,375,746

Clients

125

26% high-net-worth

Advisors

2

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

63

High

Average account size

$819,006

About

Capstone Wealth Advisors provides financial planning and investment advisory services to individuals (including high‑net‑worth clients) and businesses, coordinating assets across retirement, taxable, and employer‑sponsored accounts. Services include developing investment policy statements, implementing diversified portfolios, and ongoing monitoring tied to each client’s objectives.

The firm uses a long‑term, diversified, systematic approach—building portfolios from mutual funds, ETFs, individual equities, fixed income and real estate holdings—guided by a written investment policy and client risk tolerance. A small advisory team manages roughly $102 million in discretionary client assets for about 125 clients and may recommend third‑party asset managers or sub‑advisors when appropriate.

Operationally, the firm has recently shifted its primary custodian recommendation to Altruist from Schwab, while retaining access to institutional services from both providers, and it retains discretion to select TPAMs or participate in wrap programs. Capstone does not vote client proxies (clients receive proxy materials directly) and also offers hourly or fixed‑fee planning projects in addition to ongoing portfolio management.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Income planning General tax planning General estate planning guidance College savings (529s, UTMA, etc.)

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Fee options

Fixed

$500 to $10,000 per project

Percentage

$0+: 0.10% +: up to 1.5%

Project-based

$100 to $750 per hour

Main office location

Capstone Wealth Advisors, LLC

388 State Street, Suite 700

Salem OR 97301, United States

Number of offices

2

Most active in

More info

Alaska · Arizona · California · Colorado · Florida · Idaho · Louisiana · Nebraska · Nevada · New York · Oregon · Texas · Utah · Washington

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 503-967-1980

Advisors at this firm

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user avatar

Robert N

Series 66

Salem, OR

Capstone Wealth Advisors, LLC

Robert Norton is a financial advisor at Capstone Wealth Advisors, LLC in Salem, Oregon, holding a Series 66 designation with 25 years of industry experience. He worked at Wells Fargo Advisors Financial Network, LLC from 2012 to 2017 before joining Capstone Wealth Advisors, where he has been since 2012. Norton has a partial ownership interest in SKYWALKER LLC, a commercial real estate business supporting wealth management practice clients. Capstone Wealth Advisors serves individual and high-net-worth clients as well as businesses, providing comprehensive financial planning and investment advisory services. The firm employs a long-term, balanced, and disciplined investment approach, managing roughly $230 million in client assets with a small team and no stated account minimum.

General retirement planning Income planning General tax planning General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Jacob W

Series 65

Salem, OR

Capstone Wealth Advisors, LLC

Jacob Wihtol is a financial advisor at Capstone Wealth Advisors, LLC in Salem, OR, holding a Series 65 designation. He began his advisory career in 2025 and has prior work experience in various roles including at Clodfelters and Spanish Trails. Capstone Wealth Advisors serves individual and high-net-worth clients as well as businesses, providing comprehensive financial planning and investment advisory services. The firm uses a long-term, balanced approach with broadly diversified portfolios and manages approximately $230 million in client assets.

General retirement planning Income planning General tax planning General estate planning guidance College savings (529s, UTMA, etc.)
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