Capstone Wealth Management LLC

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Assets, Funds, Holdings

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Capstone Wealth Management LLC
CRD #118296
SEC #801-107846
CIK #0001923052
AUM $336.4 MM (2024-03-20)
Employees 7 (100% Investors, 0% Brokers)
Phone205-349-2050
Address2200 Jack Warner Parkway, NE
Tuscaloosa, AL 35401
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
3502802101407002003201020172025
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 ($MM)
16012896643202022202320242025
AUM Breakdown Accounts AUM ($MM)
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
13F-HR [0001923052]
Comparable Firms State AUM ($BB)
Old Bridge Capital Management Private Limited
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
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