Skip to main content

CAPSTONE WEALTH MANAGEMENT, LLC

Doing business as JMF CAPSTONE WEALTH MANAGEMENT. SEC Form ADV profile.

Total regulatory AUM
$416,107,919
Discretionary
$415,408,053
Non-discretionary
$699,866

Firm details

CRD number
118296
SEC file number
801-107846
Main office
TUSCALOOSA, AL, United States
Employees
8
SEC status
Approved
Fee structure
Percentage of AUM

As of October 2026.