Capstone Capital Wealth Advisors

Overview

Capstone Capital Wealth Advisors is an SEC registered investment adviser based in Henderson, NV, registered since 2016. It reports $408M in assets under management across 551 accounts, with 5 employees. It has 5 investment adviser representatives.

Reported AUM

$408M

Discretionary

100%

Accounts

551

Average account

$741K

Employees

5

Advisory reps

5

Registered since

2016

Jurisdictions

5

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Banks or Thrifts
• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 2 of 2

• Adam Moroni Dawson Chief Executive Officer CRD 4302052
• Adam Moisson Corrie Chief Compliance Officer, Director of Operations CRD 5609082

Advisory reps 3 of 5

• Adam Moisson Corrie Investment Adviser Rep CRD 5609082
• Adam Mcnitt Cress Investment Adviser Rep CRD 7123186
• Adam Moroni Dawson Investment Adviser Rep CRD 4302052

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2600 Paseo Verde Pkwy Ste 150
Henderson, NV 89074

County

Clark

Metro area

Las Vegas-Henderson-Paradise, NV

Region

West

Registrations

• SEC registered
• Registered in 5 jurisdictions
• Website: capstonecap.com

Every state, with registration dates

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