Capstone Wealth
Capstone Wealth is an SEC-registered wealth manager in Billings, MT with $354.3M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Capstone Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 130128, SEC 801-132460, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $354.3M (2026-03-25)
- Firm type
- Wealth Manager
- Location
- Billings, MT
- Employees
- 8
- Clients
- 169
- CRD
- 130128
- Ownership
- THOMAS, MARK, DAVID; WEBBER, THOMAS, MACFARLAND; Chakos, Nicole, Raelynn; Thomas, Austin, David
How much AUM does Capstone Wealth have?
Capstone Wealth reported $354.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Capstone Wealth?
Disclosed owners and executives of Capstone Wealth include THOMAS, MARK, DAVID, WEBBER, THOMAS, MACFARLAND, Chakos, Nicole, Raelynn, Thomas, Austin, David. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.