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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Peak alpha
- Established Date
- 02-06-2015
- Office Locations
- 1
Office Locations
About Capstone Wealth Management, INC
Capstone Wealth Management Group is an independent advisory firm providing customized financial planning and comprehensive wealth management for clients with inherited assets, those building wealth, and business owners focused on multigenerational preservation. Portfolios emphasize ETFs and asset-allocation-driven implementation, commonly custodied at Charles Schwab. Team includes CFP professionals and an in-house Chief Compliance Officer.
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Owner & Executives
ANNE TAHIM
Chief Compliance Officer, Owner, Partner, President
- CRD
- #4809451
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,122,531 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,122,531 | -- |
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Separately Managed Accounts
Total SMA Asset: $34,122,531
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $86,598,095 | 22.4% |
| Cash | $66,108,367 | 17.1% |
| Equity - OTC | $146,134,285 | 37.8% |
| U.S. Government/Agency | $87,757,891 | 22.7% |
| Total | $386,598,638 | 100.0% |