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| Capstone Wealth Management Inc
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|---|---|
| CRD # | 130128 |
| SEC # | 801-132460 |
| CIK # | 0002059649, 0001923052, 0002112205, 0002019411, 0002140601 |
| AUM | 354.3 M (2026-03-25) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 406-325-1500 |
| Address | 1731 Poly Drive Billings, MT 59102 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| 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) | 75 | 30.8 |
| (b) Individuals (high net worth individuals) | 84 | 285.3 |
| (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 | 5 | 15.3 |
| (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 | 5 | 22.9 |
| (n) Other | 0 | 0.0 |
| Total | 508 | 354.3 |
| By Discretionary | ||
| Discretionary | 426 | 335.9 |
| Non-Discretionary | 82 | 18.4 |
| Total | 508 | 354.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 354.3 | |
| Total | 508 | 354.3 |
| 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 |
| Clients | 20 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
GKV Capital Management Co Inc
✚
|
CA | 357.2 M |
|
Saltmarsh Financial Advisors LLC
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FL | 356.5 M |
|
Alcyon Wealth Advisors LLC
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OH | 356.5 M |
|
South Lakeview LLC
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355.0 M | |
|
Lexington Research and Capital Group LLC
✚
|
AR | 354.5 M |
|
SightLine Wealth Advisors LLC
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|
CT | 354.2 M |
|
Envision Financial LLC
✚
|
WI | 352.9 M |
|
Grattan Financial Strategies Inc
✚
|
CA | 352.8 M |
|
Fortress Financial Group LLC
✚
|
MN | 352.3 M |
|
Cherry Creek Investment Advisors Inc
✚
|
CO | 351.9 M |