| Name | Title | Ownership | Since |
|---|---|---|---|
| Jmf Wealth Management, LLC Control | Member | Over 75% | 2014 |
| Joel William Lake Control | Chief Compliance Officer | Under 5% | 2014 |
| Scott A Goldsmith Control | Managing Member | Under 5% | 2018 |
Capstone Wealth Management, LLC reports $362.7 million in regulatory assets under management on its Form ADV.
Capstone Wealth Management, LLC reports 8 employees.
Capstone Wealth Management, LLC is based in Tuscaloosa, AL and has been SEC-registered since 2016.
Capstone Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2200 Jack Warner Parkway, NE, Suite 300, Tuscaloosa, AL 35401 |
| Phone | 205-345-8440 |
| Fax | 205-722-9549 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $362.1M |
| Non-discretionary | $618K |
| Total (RAUM) | $362.7M |