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CAPSTONE STRATEGIC WEALTH ADVISORS, LLC - Florida Company Profile

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Company Details

Entity Name: CAPSTONE STRATEGIC WEALTH ADVISORS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 24 Mar 2016 (9 years ago)
Last Event: REINSTATEMENT
Event Date Filed: 03 Oct 2018 (7 years ago)
Document Number: L16000058906
FEI/EIN Number 35-2557908
Address: 23065 Lermitage Circle, Boca Raton, FL, 33433, US
Mail Address: 23065 Lermitage Circle, Boca Raton, FL, 33433, US
ZIP code: 33433
City: Boca Raton
County: Palm Beach
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
- Auth -
Rae Jordan Manager 23065 Lermitage Circle, Boca Raton, FL, 33433
BRESSAN MICHAEL D Agent 240 SOUTH PINEAPPLE AVENUE, 10TH FLOOR, SARASOTA, FL, 34236

Form 5500 Series

Employer Identification Number (EIN):
352557908
Plan Year:
2023
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
3
Sponsors Telephone Number:

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G16000038884 HIGHTOWER BOCA RATON EXPIRED 2016-04-19 2021-12-31 - 150 E PALMETTO PARK ROAD SUITE 110, BOCA RATON, FL, 33432

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-01-04 23065 Lermitage Circle, Boca Raton, FL 33433 -
CHANGE OF MAILING ADDRESS 2024-01-04 23065 Lermitage Circle, Boca Raton, FL 33433 -
REINSTATEMENT 2018-10-03 - -
REGISTERED AGENT NAME CHANGED 2018-10-03 BRESSAN, MICHAEL D -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2018-09-28 - -

Documents

Name Date
ANNUAL REPORT 2024-01-04
ANNUAL REPORT 2023-01-28
ANNUAL REPORT 2022-01-08
ANNUAL REPORT 2021-02-05
ANNUAL REPORT 2020-06-13
ANNUAL REPORT 2019-02-05
REINSTATEMENT 2018-10-03
ANNUAL REPORT 2017-03-28
Florida Limited Liability 2016-03-24

USAspending Awards / Financial Assistance

Date:
2021-02-04
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
62674.00
Total Face Value Of Loan:
62674.00
Date:
2020-04-13
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
56600.00
Total Face Value Of Loan:
56600.00

Paycheck Protection Program

Jobs Reported:
3
Initial Approval Amount:
$62,674
Date Approved:
2021-02-04
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$62,674
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$62,959.04
Servicing Lender:
Live Oak Banking Company
Use of Proceeds:
Payroll: $62,674
Jobs Reported:
5
Initial Approval Amount:
$56,600
Date Approved:
2020-04-12
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$56,600
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$57,283.85
Servicing Lender:
Live Oak Banking Company
Use of Proceeds:
Payroll: $56,600

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Date of last update: 02 Aug 2025

Sources: Florida Department of State