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| Happy Holidays!! thanks for using AUM13F!! |
| Capstone Wealth Management Inc
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| CRD # | 130128 |
| SEC # | 801-132460 |
| CIK # | 0002019411, 0001923052, 0002059649 |
| AUM | $301.1 M (2025-03-19) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 406-325-1500 |
| Address | 1731 Poly Drive Billings, MT 59102 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002019411 0001923052 0002059649 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 5.8 | ||
| Amazon Com Inc | 4.2 | ||
| Apple Inc | 2.8 | ||
| Nvidia Corp | 2.4 | ||
| ASML Holding NV | 2.1 | ||
| Facebook Inc | 1.9 | ||
| Intuitive Surgical Inc | 1.3 | ||
| Alphabet Inc | 1.2 | ||
| Procter & Gamble Co | 1.0 | ||
| Regeneron Pharmaceuticals Inc | 0.9 | ||
| Chevron Corp | 0.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 80 | 32.4 |
| (b) Individuals (high net worth individuals) | 69 | 236.4 |
| (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 | 14.0 |
| (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 | 18.3 |
| (n) Other | 0 | 0.0 |
| Total | 465 | 301.1 |
| By Discretionary | ||
| Discretionary | 387 | 282.9 |
| Non-Discretionary | 78 | 18.2 |
| Total | 465 | 301.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 301.1 | |
| Total | 465 | 301.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001923052] | |
| 13F-HR | [0002019411] | |
| 13F-HR | [0002059649] |
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|---|---|---|
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Ketron Financial LLC
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CA | 0.3 |
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Yoder Wealth Management Inc
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CA | 0.3 |
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EGI Financial Inc
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OH | 0.3 |
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Siligmueller & Norvid Wealth Advisors LLC
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IL | 0.3 |