CAPSTONE WEALTH
Firm details
- Headquarters
- BILLINGS, Montana
- CRD number
- 130128
- Registered since
- April 18, 2025
- Website
- www.capstoneretire.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.53%
- Individuals8.69%
- Corporations / Businesses6.45%
- Charitable Organizations4.33%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Capstone Wealth is an independent registered investment adviser organized as a corporation and SEC-registered in 2025. The firm serves both individuals/families and institutional clients and combines financial planning with portfolio management geared toward individuals and small businesses. It also operates as an insurance broker, and its fee arrangements include asset-based fees, hourly charges and fixed-fee engagements. Capstone is not structured as a capital allocator and does not describe itself as an active ESG investor or a multi-state adviser. Its model appears focused on direct advisory relationships rather than operating as a fund-of-funds or allocator to multiple manager platforms.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds47%
- Exchange Traded Equities34%
- Private Funds9%
- Non-Exchange Traded Equities4%
- Cash & Cash Equivalents4%
Contacts
3 of 5Josiah Jagoda
Executive AssistantCRD 8248611
THOMAS WEBBER
Partner, Senior AdvisorCRD 5863004
MARK THOMAS
Founder and PrincipalCRD 1647158
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$110M in ETFs
12%
$12.9M
88%
$97.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $40.9M | 1,040,681 | 37.03% |
Location
BILLINGS, MT
YELLOWSTONE
Location
BILLINGS, MT
Headquartered in BILLINGS, MT, in the West of the United States.
- Region
- West
- County
- YELLOWSTONE
- Address
- 1731 Poly Dr
- Time zone
- MT (UTC-7)
- Office locations
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