# Eric Sorenson

> Eric Sorenson is a fee-only financial advisor at Capstone Capital in Henderson, Nevada. Eric 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.

Page: https://find.wellspent.co/advisors/eric-sorenson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm's website)
- **Assets under management (firm):** $408.4M across 551 accounts
- **Specialties:** Retirement planning, Small business owners, Founders (pre-exit)
- **Works with:** Founders, Retirees, Pre-retirees, High earners
- **CRD:** 7612182 (https://adviserinfo.sec.gov/individual/summary/7612182)
- **SEC registration:** Investment adviser representative in NV
- **Exams passed:** Series 66 (2023)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.capstonecap.com

## Frequently asked questions

### Is Eric Sorenson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Eric 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 Eric charge for financial advice?

Eric's firm, Capstone Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### How much does Eric charge?

According to Capstone Capital's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.

### Does Eric work with clients virtually?

Yes. Capstone Capital says on its website that it works with clients remotely.

### Where is Eric Sorenson based?

Eric Sorenson is based in Henderson, Nevada.

### What does Eric specialize in?

Eric's specialties include retirement planning, small business owners and founders (pre-exit). Eric works with founders, retirees, pre-retirees and high earners.

### Is Eric Sorenson registered with the SEC?

Yes. Eric Sorenson is registered as an investment adviser representative in NV (CRD 7612182), 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 Eric Sorenson?

Through Eric's website, www.capstonecap.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7612182): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.capstonecap.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.