Ronald Leavitt
Capstone Capital · Henderson, Nevada
Ronald Leavitt is a fee-only financial advisor at Capstone Capital in Henderson, Nevada. Ronald 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.
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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 |
| SEC registration | Investment adviser representative in NV · CRD 1440782 |
| Exams passed | Series 63 (1986) · Series 65 (2009) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.capstonecap.com |
| Profile |
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Questions about Ronald
Is Ronald Leavitt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ronald 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 Ronald charge for financial advice?
Ronald's firm, Capstone Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Ronald charge?
According to Capstone Capital's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Does Ronald work with clients virtually?
Yes. Capstone Capital says on its website that it works with clients remotely.
Where is Ronald Leavitt based?
Ronald Leavitt is based in Henderson, Nevada.
What does Ronald specialize in?
Ronald's specialties include retirement planning, small business owners and founders (pre-exit). Ronald works with founders, retirees, pre-retirees and high earners.
Is Ronald Leavitt registered with the SEC?
Yes. Ronald Leavitt is registered as an investment adviser representative in NV (CRD 1440782), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Capstone Capital manage?
Capstone Capital reports $408.4M across 551 accounts in assets under management.
How do I contact Ronald Leavitt?
Through Ronald'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.
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