CAPSTONE WEALTH MANAGEMENT CORP.

Overview

Capstone Wealth Management Corp. is an independent registered investment adviser that positions itself as a fee-driven wealth manager for both individuals/families and institutional clients. The firm offers comprehensive financial planning and portfolio management across personal, small-business and institutional relationships, and also produces client-focused periodicals and educational seminars. Its fee mix includes percentage-of-assets, fixed fees and performance-based arrangements, which supports both standard advisory mandates and incentive-aligned strategies for select clients. Investment activity is managed primarily on a discretionary basis, with a clear preference for liquidity: cash and cash equivalents comprise the single largest asset bucket on the books. That liquidity posture sits alongside use of separately managed accounts and third‑party mutual funds. The firm does not advertise an active ESG investing stance. Capstone also allocates to third‑party alternative managers, specifically in real estate, commodities and oil & gas, supplementing core long-only exposure with non‑traditional sources of return.

Assets & Accounts

Investments & Alternatives

Location & Offices