Ronald Kay Leavitt
Investment adviser representative at Capstone Capital Wealth Advisors
24 yearsExperience
1 stateRegistered in
$408.4MFirm assets
10 yearsFirm in business
Are you Ronald Kay Leavitt? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Capstone Capital LLC dba Capstone Capital Wealth AdvisorsDec 2021 to now
- Capstone Capital Wealth AdvisorsApr 2009 to now
- Capstone Capital Financial Strategies Capstone Capital Group IncFeb 2002 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (NV).
Capstone Capital Wealth Advisors
Legal name: Capstone Capital LLC
$408.4MAssets managed
200Clients
5Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1440782
- Firm CRD
- 123764