Jmf Capstone Wealth Management
Jmf Capstone Wealth Management is an SEC-registered wealth manager in Tuscaloosa, AL with $416.1M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Jmf Capstone Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 118296, SEC 801-107846, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $416.1M (2026-03-12)
- Firm type
- Wealth Manager
- Location
- Tuscaloosa, AL
- Employees
- 8
- Clients
- 219
- CRD
- 118296
- Ownership
- JESSUP, WILLIAM, WALKER; BRAZIL, JAMES, GARLAND; INGRAM, ROBERT, LANIER; JMF WEALTH MANAGEMENT, LLC; LAKE, JOEL, WILLIAM
How much AUM does Jmf Capstone Wealth Management have?
Jmf Capstone Wealth Management reported $416.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Jmf Capstone Wealth Management?
Disclosed owners and executives of Jmf Capstone Wealth Management include JESSUP, WILLIAM, WALKER, BRAZIL, JAMES, GARLAND, INGRAM, ROBERT, LANIER, JMF WEALTH MANAGEMENT, LLC, LAKE, JOEL, WILLIAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.