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CAPSTONE WEALTH MANAGEMENT CORP.
CRD 165359 · SEC 801-121346
5120 S. LAKELAND DRIVE, SUITE 1, LAKELAND, FL, 33813, United States
Phone
(866) 596-9886
Fax
(580) 798-0474
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$109.4M
Discretionary AUM
$108.2M
Team
5 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 262 | $52.3M |
| High net worth individuals | 24 | $55.9M |
| Pension/profit sharing plans | 2 | $1.2M |
States served
NC, WI, FL
All web addresses on file
Official SEC filing: View on IAPD