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Capstone Wealth Management LLC
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CRD # | 118296 |
SEC # | 801-107846 |
CIK # | 0001923052 |
AUM | $336.4 MM (2024-03-20) |
Employees | 7 (100% Investors, 0% Brokers) |
Phone | 205-349-2050 |
Address | 2200 Jack Warner Parkway, NE Tuscaloosa, AL 35401 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($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) | 111 | 37.0 |
(b) Individuals (high net worth individuals) | 92 | 291.7 |
(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 | 3.6 |
(h) Charitable organizations | 5 | 1.3 |
(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 | 6 | 2.9 |
(n) Other | 0 | 0.0 |
Total | 513 | 336.4 |
By Discretionary | ||
Discretionary | 508 | 333.3 |
Non-Discretionary | 5 | 3.1 |
Total | 513 | 336.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 336.4 | |
Total | 513 | 336.4 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001923052] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Old Bridge Capital Management Private Limited
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|
0.3 | |
Eukles Asset Management LLC
✚
|
OH | 0.3 |
ENZI Wealth LLC
✚
|
TX | 0.3 |
Riverpark Capital Management LLC
✚
|
NY | 0.3 |
Weaver Capital Management LLC
✚
|
GA | 0.3 |
Monarch Wealth Strategies
✚
|
CA | 0.3 |
Kensho Capital LLC
✚
|
0.3 | |
Old North State Wealth Management LLC
✚
|
NC | 0.3 |
MBM Wealth Consultants LLC
✚
|
MO | 0.3 |
SARD Wealth Management Group LLC
✚
|
GA | 0.3 |