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Capstone Wealth Management Corp.

Capstone Wealth Management Corp.. CRD 165359

C

CRD: 165359

Capstone Wealth Management Corp.

Lakeland, FL, 33813
8665969886
www.careformywealth.com
$109.4M Total AUM
$108.2M Disc. AUM
-4.0% 3Y CAGR
5 Employees
288 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Axos · Charles Schwab & Company · Nationwide
Clients
Retail and Institutional
Platforms
BridgeCrest +more
Established Date
10-25-2012
Office Locations
3

Office Locations

5120 S. Lakeland Drive Suite 1 Lakeland FL
-- Baraboo WI
-- SAN Jose CA

About Capstone Wealth Management Corp.

Capstone Wealth Management Corp. is a fee-only, fiduciary, SEC-registered RIA delivering comprehensive wealth management and planning centered on client goals. The team emphasizes independent recommendations and a structured planning process, serving individuals and business owners/entrepreneurs. Portfolios commonly include ETFs alongside cash and government/public funds, and the firm notes a strategic alliance with Axos.

Team overview

32 AVG AGE
$36.5M AVG AUM / ADVISOR
$380.0K AVG AUM / CLIENT
9.6 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
13yrs Firm Age

Insights

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Asset Classes

Beacon Fusion focus Bridge Value

Client Personas

Bridge

Custodian

Delta oak Atlas Pioneer Oak pathway Zenith catalyst

Investment Themes

Summit capital Harbor focus Frontier wave Vector

Investment Vehicles

Quantum summit

Platform

Focus frontier

Services

Insight north Timber prime North legacy Value vertex Radial Prime

Technology

Delta Unison quantum Fusion delta

Owner & Executives

A

ALLEN RAY MONTGOMERY

Chief Compliance Officer, President

CRD
#1101356
Ownership
75% or more
(769) 553-8411
summit.vital@atlascapital.com
in linkedin.com/in/oak-legacy

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Contacts

C

CHRISTOPHER DEAN KLINE

Portfolio Manager

CRD
#2597293
(311) 222-6547
optima.ember@oakcapital.com
in linkedin.com/in/vital-glacier
Z

Zachariah David Kline

--

CRD
#8302073
(647) 310-5095
catalyst.beacon@timbercapital.com
in linkedin.com/in/bridge-alpha
M

Meridian value

Vital insight ember

CRD
#73601
(507) 922-8221
zenith.harbor@elementcapital.com
in linkedin.com/in/legacy-eagle

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-22-2022
03-31-2023
03-13-2024
03-27-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $108,224,700 $298,140
Non-Discretionary $1,222,528 $1,222,528
Total $109,447,228 $300,679

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Separately Managed Accounts

Total SMA Asset: $109,447,228

$109.4M Total SMA
Cash:
24.8%
Equity - Exchange:
14.7%
Public Funds:
27.0%
U.S. Government/Agency:
24.7%
Other:
8.8%
Asset class Assets Assets %
Cash $616,861,609 24.8%
Equity - Exchange $365,639,744 14.7%
Public Funds $671,583,203 27.0%
U.S. Government/Agency $614,374,264 24.7%
Other $218,886,377 8.8%
Total $2,487,345,197 100.0%

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