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| Capstone Wealth Management LLC
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|---|---|
| CRD # | 118296 |
| SEC # | 801-107846 |
| CIK # | 0002059649, 0001923052, 0002112205, 0002019411, 0002140601 |
| AUM | 416.1 M (2026-03-12) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 205-345-8440 |
| Address | 2200 Jack Warner Parkway, NE Tuscaloosa, AL 35401 |
| Source | [IAPD] [EDGAR] [Website] |
| 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) | 107 | 31.1 |
| (b) Individuals (high net worth individuals) | 107 | 378.1 |
| (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 | 4.2 |
| (h) Charitable organizations | 0 | 1.5 |
| (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 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 540 | 416.1 |
| By Discretionary | ||
| Discretionary | 538 | 415.4 |
| Non-Discretionary | 2 | 0.7 |
| Total | 540 | 416.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 416.1 | |
| Total | 540 | 416.1 |
| 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 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Seven Mile Advisory LLC
✚
|
FL | 416.8 M |
|
Jupiter Wealth Management LLC
✚
|
CO | 416.8 M |
|
Strategic Asset Management Group Advisors Inc
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|
FL | 416.5 M |
|
Market Investment Group LLC
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|
KS | 416.4 M |
|
Highview Capital Management LLC
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|
IL | 416.3 M |
|
Jeffrey N Mehler CFP LLC
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|
CT | 416.2 M |
|
Davidson Kahn Capital Management LLC
✚
|
CA | 415.5 M |
|
Ferguson Shapiro LLC
✚
|
GA | 415.2 M |
|
Landseer Advisors LLC
✚
|
NJ | 415.2 M |
|
Flywheel Private Wealth LLC
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|
CA | 415.0 M |