| Name | Title | Ownership | Since |
|---|---|---|---|
| Austin David Thomas | Financial Advisor & Business Development Specialist | 10-25% | 2023 |
| Mark David Thomas Control | President | 50-75% | 2003 |
| Nicole Raelynn Chakos | Financial Advisor & Marketing Officer | 10-25% | 2024 |
Capstone Wealth Management, Inc. reports $301.1 million in regulatory assets under management on its Form ADV.
Capstone Wealth Management, Inc. reports 6 employees.
Capstone Wealth Management, Inc. is based in Billings, MT and has been SEC-registered since 2025.
Capstone Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1731 Poly Drive, Billings, MT 59102 |
| Phone | 406-325-1500 |
| Fax | 406-294-5150 |
| Office hours | 8:00a.m. - 4:30p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $282.9M |
| Non-discretionary | $18.2M |
| Total (RAUM) | $301.1M |