Capstone Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
$500 to $10,000 per project
$0+: 0.10% +: up to 1.5%
$100 to $750 per hour
Main office
388 State Street, Suite 700
Salem OR 97301
Advisors at this office
2
Most active in
Alaska · Arizona · California · Colorado · Florida · Idaho · Louisiana · Nebraska · Nevada · New York · Oregon · Texas · Utah · Washington
Also doing business as
Capstone Advisors Alliance · Capstone Advisors Alliance, LLC · Capstone Wealth Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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.
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.
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