|
⚲
|
| Keyboard |
| Capstone Wealth Management Corp
✚
|
|
|---|---|
| CRD # | 165359 |
| SEC # | 801-121346 |
| CIK # | 0002059649, 0001923052, 0002112205, 0002019411, 0002140601 |
| AUM | 109.4 M (2026-03-30) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 866-596-9886 |
| Address | 5120 S Lakeland Drive Lakeland, FL 33813 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 13.3 | ||
| Nvidia Corp | 4.1 | ||
| Apple Inc | 4.1 | ||
| KLA Tencor Corp | 3.8 | ||
| Amazon Com Inc | 3.4 | ||
| Perth MINT Physical Gold ETF | 3.2 | ||
| Alphabet Inc | 2.6 | ||
| Microsoft Corp | 2.1 | ||
| Palantir Technologies Inc | 1.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 262 | 52.3 |
| (b) Individuals (high net worth individuals) | 24 | 55.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 1.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 364 | 109.4 |
| By Discretionary | ||
| Discretionary | 363 | 108.2 |
| Non-Discretionary | 1 | 1.2 |
| Total | 364 | 109.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 109.4 | |
| Total | 364 | 109.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001923052] | |
| 13F-HR | [0002019411] | |
| 13F-HR | [0002059649] | |
| 13F-HR | [0002112205] | |
| 13F-HR | [0002140601] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Gallacher Capital LLC
✚
|
CO | 111.1 M |
|
Advanced Wealth Management LLC
✚
|
FL | 110.7 M |
|
One Oak Holdings LLC
✚
|
110.4 M | |
|
Visionx Wealth Partners
✚
|
IA | 110.2 M |
|
Tenbridge Partners LLC
✚
|
OR | 110.0 M |
|
JAKE Carris Financial Planning LLC
✚
|
FL | 109.7 M |
|
Veraz Advisors LLC
✚
|
CA | 109.6 M |
|
Northbrook Financial Planning LLC
✚
|
MD | 108.8 M |
|
Asset Management Services Inc
✚
|
108.7 M | |
|
Nye Wealth Management LLC
✚
|
OH | 107.7 M |