CAPSTONE WEALTH MANAGEMENT, INC.
Doing business as CAPSTONE WEALTH. SEC Form ADV profile.
Total regulatory AUM
$354,276,732
Discretionary
$335,899,941
Non-discretionary
$18,376,791
Firm details
- CRD number
- 130128
- SEC file number
- 801-132460
- Main office
- BILLINGS, MT, United States
- Employees
- 8
- SEC status
- Approved
- Website
- HTTP://WWW.CAPSTONERETIRE.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.