Jacob Wihtol
Capstone Wealth Advisors · Salem, Oregon
Jacob Wihtol is a fee-only financial advisor at Capstone Wealth Advisors in Salem, Oregon. Jacob focuses on estate & legacy planning and small business owners. Capstone Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Capstone Wealth Advisors |
|---|---|
| Based in | Salem, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $102.4M across 422 accounts |
| SEC registration | Investment adviser representative in OR · CRD 8148445 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.capstonewealthadvisors.com |
How Jacob's firm compares
- Capstone Wealth Advisors's average account is about $243,000, from its Form ADV (assets managed divided by 422 accounts).
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Questions about Jacob
Is Jacob Wihtol a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Capstone Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jacob charge for financial advice?
Jacob's firm, Capstone Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jacob Wihtol based?
Jacob Wihtol is based in Salem, Oregon.
What does Jacob specialize in?
Jacob's specialties include estate & legacy planning and small business owners. Jacob works with retirees and pre-retirees.
Is Jacob Wihtol registered with the SEC?
Yes. Jacob Wihtol is registered as an investment adviser representative in OR (CRD 8148445), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Capstone Wealth Advisors manage?
Capstone Wealth Advisors reports $102.4M across 422 accounts in assets under management.
How do I contact Jacob Wihtol?
Through Jacob's website, www.capstonewealthadvisors.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 Wealth Advisors 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.
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