Adam Mcnitt Cress
Investment adviser representative at Capstone Capital Wealth Advisors
11 yearsExperience
1 stateRegistered in
$408.4MFirm assets
10 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Capstone Capital Wealth AdvisorsApr 2024 to now
- Capstone Capital Wealth, LLC / Capstone Capital Wealth AdvisorsApr 2024 to now
- Bank of America, N.A.Jul 2019 to Mar 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2019 to Mar 2024
- Med James IncJun 2017 to May 2019
- UnemployedApr 2017 to Jun 2017
- Kaufman Financial Group - Burns and Wilcox LtDDec 2016 to Apr 2017
- Bank of AmericaOct 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 7123186
- Firm CRD
- 123764