CAPSTONE WEALTH MANAGEMENT CORP.
SEC Form ADV profile.
Total regulatory AUM
$109,447,228
Discretionary
$108,224,700
Non-discretionary
$1,222,528
Firm details
- CRD number
- 165359
- SEC file number
- 801-121346
- Main office
- LAKELAND, FL, United States
- Employees
- 5
- SEC status
- Approved
- Website
- HTTP://WWW.CAREFORMYWEALTH.COM
- Fee structure
-
Percentage of AUM Fixed fees Performance-based
As of October 2026.