Jacob Arrowsmith Wihtol
Investment adviser representative at Capstone Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered in
$102.4MFirm assets
9 yearsFirm in business
Are you Jacob Arrowsmith Wihtol? 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 assetsHourlyFixed 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 Wealth Advisors, LLCOct 2025 to now
- UnemployedJul 2025 to Sep 2025
- ClodfeltersAug 2024 to Jun 2025
- Spanish TrailsJun 2024 to Aug 2024
- Updawg PaintingMay 2023 to Dec 2023
- Infinity ImpressionsJul 2022 to Sep 2022
- Oregon State UniversitySep 2021 to Jun 2025
- Oswego Lake Country ClubJan 2020 to Sep 2020
- Sustainable School SourceDec 2019 to Dec 2023
- Tigard High SchoolSep 2017 to Jun 2021
- Twality Middle SchoolOct 2015 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 8148445
- Firm CRD
- 287670