CAPSTONEWEALTH

CAPSTONEWEALTH, LLC

CRD 328380

11031 US-301 N, OXFORD, FL, 34484, United States

Phone

(352) 850-7392

Fax

(352) 461-0018

Registration

— (—)

Source

State registered

Total AUM

$49.2M

Discretionary AUM

$49.2M

Team

2 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-20

Disciplinary history

Services

Portfolio management (individuals)Selection of other advisers

Type	Clients	AUM
High net worth individuals	68	$49.2M

Official SEC filing: View on IAPD