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Capstone Wealth Management Group LLC
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CRD # | 284547 |
SEC # | 801-118547 |
CIK # | 0001923052 |
AUM | $204.6 MM (2024-03-31) |
Employees | 5 (80% Investors, 100% Brokers) |
Phone | 888-587-7526 |
Address | 285 East Grove Street Clarks Green, PA 18411 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 415 | 105.1 |
(b) Individuals (high net worth individuals) | 56 | 143.7 |
(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 | 0 | 0.0 |
(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 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1,178 | 248.8 |
By Discretionary | ||
Discretionary | 1,058 | 238.0 |
Non-Discretionary | 120 | 10.8 |
Total | 1,178 | 248.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 248.8 | |
Total | 1,178 | 248.8 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001923052] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
JW Korth & Company Limited Partnership
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|
MI | 0.2 |
Define Financial LLC
✚
|
CA | 0.2 |
MHS Advisory Services LLC
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|
MN | 0.2 |
Apex Capital Management LLC
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|
LA | 0.2 |
Blodgett Wealth Advisors LLC
✚
|
CA | 0.2 |
RMW Advisors LLC
✚
|
TX | 0.2 |
Hansen & Associates Financial Group Inc
✚
|
CA | 0.2 |
Mark Gillam Enterprises
✚
|
CA | 0.2 |
Capital Innovations LLC
✚
|
WI | 0.2 |
Wedgewood Investors Inc
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|
PA | 0.2 |