Overview
Assets Under Management: $336 million
Headquarters: TUSCALOOSA, AL
High-Net-Worth Clients: 101
Average Client Assets: $3 million
Frequently Asked Questions
CAPSTONE WEALTH MANAGEMENT, LLC 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 #118296), CAPSTONE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CAPSTONE WEALTH MANAGEMENT, LLC is headquartered in TUSCALOOSA, AL.
CAPSTONE WEALTH MANAGEMENT, LLC serves 101 high-net-worth clients according to their SEC filing dated March 20, 2024. View client details ↓
According to their SEC Form ADV, CAPSTONE WEALTH MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
CAPSTONE WEALTH MANAGEMENT, LLC manages $336 million in client assets according to their SEC filing dated March 20, 2024.
According to their SEC Form ADV, CAPSTONE WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 101
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.48
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 513
Discretionary Accounts: 508
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 118296
Last Filing Date: 2024-03-20 00:00:00
Website: https://jmfcapstone.com