Capstone Wealth Management Corp.

RIASEC RegisteredEst. 2021

Total AUM

$109M

Discretionary

$108M

99% of AUM

Avg account

$301K

Accounts

364

Employees

Advisory reps

Firm details

Headquarters: Lakeland, Florida
CRD number: 165359
Registered since: June 1, 2021
Website: www.careformywealth.com
Custodians: AXOS CLEARING LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI51.07%
Individuals47.82%
Pension & Profit Sharing Plans1.12%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Capstone Wealth Management Corp. is an independent, individually owned registered investment adviser that began SEC registration in 2021. The firm serves both individual and family clients as well as institutional clients. Its advisory services include financial planning, discretionary and non‑discretionary portfolio management for individuals, small businesses and larger business or institutional clients, and it also produces periodicals and runs educational seminars and workshops. The firm charges a mix of fees — percentage of AUM, fixed fees and performance‑based fees — which indicates flexibility in structuring client engagements. It does not identify as an active ESG investor and is not designated as a multi‑state adviser in its filing.