Overview
Assets Under Management: $301 million
Headquarters: BILLINGS, MT
High-Net-Worth Clients: 69
Average Client Assets: $3 million
Frequently Asked Questions
CAPSTONE WEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #130128), CAPSTONE WEALTH is subject to fiduciary duty under federal law.
CAPSTONE WEALTH is headquartered in BILLINGS, MT.
CAPSTONE WEALTH serves 69 high-net-worth clients according to their SEC filing dated November 17, 2025. View client details ↓
According to their SEC Form ADV, CAPSTONE WEALTH offers financial planning and portfolio management for individuals. View all service details ↓
CAPSTONE WEALTH manages $301 million in client assets according to their SEC filing dated November 17, 2025.
According to their SEC Form ADV, CAPSTONE WEALTH serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.52
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 465
Discretionary Accounts: 387
Non-Discretionary Accounts: 78
Regulatory Filings
CRD Number: 130128
Filing ID: 2028096
Last Filing Date: 2025-11-17 15:57:50
Website: 0