Capstone Wealth Management, Inc

Overview

Capstone Wealth Management, Inc. is an independent, privately owned registered investment adviser that focuses on serving individuals and families. The firm operates on a percentage-of-assets-under-management fee model and provides core advisory services that include financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers. Capstone identifies as a capital allocator and draws on external managers for certain strategies. The firm does not describe itself as an active ESG investor and is not positioned as a multi-state or pension-focused consultant. Industry ties include relationships with an accounting firm and an insurance company.

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Public Holdings

Investments & Alternatives

Location & Offices