Robert Telford Norton
Investment adviser representative at Capstone Wealth Advisors, LLC
14 yearsExperience
2 statesRegistered in
$102.4MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Capstone Wealth Advisors, LLCSep 2012 to now
- Wells Fargo Advisors Financial Network, LLCSep 2012 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
Capstone Wealth Advisors, LLC
$102.4MAssets managed
125Clients
2Advisers
9 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
- 4169694
- Firm CRD
- 287670