|
⚲
|
| Capstone Wealth Management Corp
✚
| |
|---|---|
| CRD # | 165359 |
| SEC # | 801-121346 |
| CIK # | 0001923052 |
| AUM | $90.8 MM (2024-03-13) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 866-596-9886 |
| Address | 5120 S Lakeland Drive Lakeland, FL 33813 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AVGO | 201,282.9 | 5.9 | |
| AMZN | 1,092,997.8 | 4.0 | |
| MSFT | 1,918,222.4 | 3.0 | |
| GLDM | 2.7 | ||
| GOOGL | 1,475,138.5 | 2.3 | |
| ISRG | 72,505.6 | 2.3 | |
| AAPL | 2,382,844.0 | 2.3 | |
| CRWD | 40,424.6 | 2.0 | |
| REGN | 65,294.8 | 1.9 | |
| ASML | 197,439.9 | 1.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 308 | 49.6 |
| (b) Individuals (high net worth individuals) | 23 | 38.8 |
| (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 | 1.0 |
| (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 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 329 | 90.8 |
| By Discretionary | ||
| Discretionary | 328 | 88.4 |
| Non-Discretionary | 1 | 2.4 |
| Total | 329 | 90.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 90.8 | |
| Total | 329 | 90.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001923052] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Secure Retirement Financial & Insurance Services Corp
✚
|
CA | 0.1 |
|
Aspire Wealth Management LLC
✚
|
KS | 0.1 |
|
Box Financial Advisors LLC
✚
|
TX | 0.1 |
|
Irvine Wealth Planning Strategies LLC
✚
|
NY | 0.1 |
|
Brandywine Financial Group Inc
✚
|
FL | 0.1 |
|
Growstrong Wealth Strategies LLC
✚
|
CO | 0.1 |
|
Federal PREP Advisors Inc
✚
|
NY | 0.1 |
|
Seaside Advisory Services Inc
✚
|
CA | 0.1 |
|
The Rikoon Group LLC
✚
|
NM | 0.1 |
|
Conrad Capital Management Inc
✚
|
NY | 0.1 |