Jacob A. Wihtol

CAPSTONE WEALTH ADVISORS

SALEM, OR 97301

CRD#: 8148445

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Professional summary

Jacob Arrowsmith Wihtol is a registered financial advisor currently at CAPSTONE WEALTH ADVISORS, LLC located in Salem, Oregon.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jacob has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Arrowsmith Wihtol's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 4, 2025 - Present

CAPSTONE WEALTH ADVISORS, LLC

Office #1: 388 State Street, Suite 700, Salem, OR 97301

RIA

CRD#: 287670

SALEM, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CAPSTONE WEALTH ADVISORS, LLC

CAPSTONE ADVISORS ALLIANCE | CAPSTONE WEALTH ADVISORS, LLC | CAPSTONE ADVISORS ALLIANCE, LLC

CRD#: 287670 / SEC#: 801-110036

RIA

Registered Investment Advisory firm - (2/27/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(12/4/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/3/2025

Uniform Investment Adviser Law Examination

Current Firm

CAPSTONE WEALTH ADVISORS, LLC

CAPSTONE ADVISORS ALLIANCE | CAPSTONE WEALTH ADVISORS, LLC | CAPSTONE ADVISORS ALLIANCE, LLC

CRD#: 287670 / SEC#: 801-110036

RIA

Registered Investment Advisory firm - (2/27/2017 Approved)

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Contact information

Main Address

388 State Street, Suite 700, Salem, OR 97301

Mailing Address

Phone number

(503) 967-1980

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A BROCHURE (7/29/2025)

Regulatory assets under management

Total Number of Accounts	838
AUM (Assets Under Management)	$ 230,420,266

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jacob A. Wihtol

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Arrowsmith Wihtol's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPSTONE WEALTH ADVISORS, LLC

Primary Firm SEC Registration

CAPSTONE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/3/2025

Current Firm

CAPSTONE WEALTH ADVISORS, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAPSTONE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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