Adam Dawson
Adam Dawson is a CFP-designated registered investment advisor at Capstone Capital Wealth Advisors, based in Henderson, NV, with 24 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 200 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fee Estimator
Location
2600 Paseo Verde Parkway, Ste. 150, Henderson, NV, 89074-7167
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam is the author of two investment-related books sold on Amazon and other bookstores. He is also an insurance broker and has been licensed since 2000, spending minimal time on insurance-related business during trading hours.
Employment History
Current Registrations
Capstone Capital Wealth Advisors
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Financial Solutions INC.
LPL Financial Corporation
LPL Financial CorporationBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Securities Management & Research, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.