Kyle
Price

Capstone Capital Wealth Advisors

CRD#5663820
Investment Advisor
in Henderson, NV

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About this Advisor

Kyle Price is a certified financial planner operating out of Henderson, Nevada who has 2 years of industry experience. Price is currently employed by Capstone Capital Wealth Advisors. Their career trajectory has included roles at Axa Advisors, LLC, Equitable Advisors, LLC and Capstone Capital Group, Inc. Price has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Nevada. Capstone Capital Wealth Advisors is a registered investment business based out of Henderson, NV. It controls $314 million in total assets among its 732 accounts, placing it among the mid-sized firms in the nation by assets under management. The firm advises two charities and foundations. Of its 732 customer accounts, 27% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The company has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management usually vary depending on which services the firm provides the client. However, fees charged by Capstone Capital Wealth Advisors most likely consist of asset-based and hourly fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

2600 Paseo Verde Parkway Suite 150
Henderson, NV 89074-7167

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Capstone Capital Wealth Advisors Brokerage Details

Total Assets Under Management

$313,832,667

NV Average: $664,206,839
Total Number of Employees

6

NV Average: 10
Total Number of Accounts

732

NV Average: 1,698
Average Account Size

$428,733

NV Average: $391,170

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Kyle Price Work History

Kyle has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Capstone Capital Group, Inc

2009 - 2020 (11 years)

Axa Advisors, LLC

2009 - 2021 (12 years)

Equitable Advisors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kyle Price to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Capstone Capital Wealth Advisors

Kyle Price
Henderson, NV
Adam Dawson
Henderson, NV
Ronald Leavitt
Henderson, NV
Jeffrey Burr
Henderson, NV

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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