Capstone Wealth Management Corp.
Capstone Wealth Management Corp. is an SEC-registered mass-market adviser in Lakeland, FL with $109.4M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Capstone Wealth Management Corp.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 165359, SEC 801-121346, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $109.4M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Lakeland, FL
- Employees
- 5
- Clients
- 288
- CRD
- 165359
- Ownership
- MONTGOMERY, ALLEN, RAY
How much AUM does Capstone Wealth Management Corp. have?
Capstone Wealth Management Corp. reported $109.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Capstone Wealth Management Corp.?
Disclosed owners and executives of Capstone Wealth Management Corp. include MONTGOMERY, ALLEN, RAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.