Adam Dawson
Capstone Capital · Henderson, Nevada
Adam Dawson is a fee-only financial advisor at Capstone Capital in Henderson, Nevada, who holds the CFP credential. Adam focuses on retirement planning, small business owners and founders (pre-exit). Capstone Capital reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Adam →
Specialties
Who they serve
- Founders
- Retirees
- Pre-retirees
- High earners
Facts
| Firm | Capstone Capital |
|---|---|
| Based in | Henderson, Nevada |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Works virtually | Yes |
| Assets under management | $408.4M across 551 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NV, TX · CRD 4302052 |
| Exams passed | Series 66 (2001) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.capstonecap.com |
| Profile |
Request an introduction to Adam
Tell Adam a little about what you're looking for. Adam isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Adam
Is Adam Dawson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Capstone Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam's firm, Capstone Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Adam charge?
According to Capstone Capital's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Does Adam work with clients virtually?
Yes. Capstone Capital says on its website that it works with clients remotely.
Where is Adam Dawson based?
Adam Dawson is based in Henderson, Nevada.
What does Adam specialize in?
Adam's specialties include retirement planning, small business owners and founders (pre-exit). Adam works with founders, retirees, pre-retirees and high earners.
What credentials does Adam Dawson hold?
Adam Dawson holds the CFP credential.
Is Adam Dawson registered with the SEC?
Yes. Adam Dawson is registered as an investment adviser representative in NV and TX (CRD 4302052), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Capstone Capital manage?
Capstone Capital reports $408.4M across 551 accounts in assets under management.
How do I contact Adam Dawson?
Through Adam's website, www.capstonecap.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Capstone Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.