Eric Edgar Sorenson
Investment adviser representative at Capstone Capital Wealth Advisors
12 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
12 years in the industry.
- Capstone Capital Wealth AdvisorsJun 2026 to now
- Bank of America, N.A.Jul 2025 to Jun 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to Jun 2026
- Axos BankJan 2022 to Jul 2022
- Four Seasons Las VegasJun 2021 to Dec 2021
- University of Nevada, Las VegasAug 2018 to Dec 2021
- Penn National GamingFeb 2018 to Jul 2021
- SubwayJan 2018 to Feb 2018
- Regal Movie TheaterNov 2017 to Jan 2018
- Papa Murphys PizzaNov 2016 to May 2017
- UnemployedJun 2016 to Nov 2016
- Coronado High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7612182
- Firm CRD
- 123764