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 registered with the SEC in 2025. The firm serves both individual and family clients as well as some institutional relationships, offering financial planning and discretionary portfolio management geared toward individuals and small businesses. It also operates an insurance brokerage line alongside its advisory services. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee options. The firm appears to favor a conventional advisory model rather than active ESG or pension consulting mandates. Capstone Wealth was recognized by Citywire in 2026 as one of its "50 Growers Across America," a win that signals recent growth attention in the marketplace.
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 6Josiah 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 39Active vs passive
$125M in ETFs
13%
$15.9M
87%
$109M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $46.2M | 1,040,325 | 37.01% |
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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