RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
R••••• T•••••• N•••••
- Title
- Wealth Advisorreportedcapstonewealthadvisors.comfirm site, Sep 16, 2026
- Designations
- CRPCreportedcapstonewealthadvisors.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 25reportedcapstonewealthadvisors.com“With more than 25 years of experience in the financial services industry, I am dedicated to helping my clients meet their financial needs.”
- Direct business phone
- 503-967-1980reportedcapstonewealthadvisors.comfirm site, Sep 16, 2026
- Professional profile
- capstonewealthadvisors.com/team-member/rob-nortonreportedcapstonewealthadvisors.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- C••••••• W••••• A•••••••• L•• independent RIA currentsince Mar 10, 2017 · Salem, Or
- W•••• F•••• A••••••• wirehouseSep 28, 2012 to Mar 14, 2017 · Salem, Or
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseDec 4, 2003 to Oct 9, 2012 · Salem, Or
- M••••• S•••••• D• I••• unclassifiedApr 23, 2003 to Dec 2, 2003 · Salem, Or
- W•••• F•••• A••••••• to C••••••• W••••• A•••••••• L••left Mar 14, 2017, registered Mar 10, 2017 (-4 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to W•••• F•••• A•••••••left Oct 9, 2012, registered Sep 28, 2012 (-11 days) · Wirehouse to wirehouse
- M••••• S•••••• D• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Dec 2, 2003, registered Dec 4, 2003 (2 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address