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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-15-2004
- Office Locations
- 1
Office Locations
About Capstone Wealth
Capstone Wealth (Billings, MT) is a fiduciary RIA providing a family office-style experience for a limited number of financially established families and business owners. Services span investment consulting, advanced planning, and relationship management, including ongoing portfolio oversight and reporting plus subscription consulting for major transitions like business sales. Custodied with Charles Schwab; known for methodical process and transparent, asset-based fees.
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Owner & Executives
MARK DAVID THOMAS
President, Principal
- CRD
- #1647158
- Ownership
- 50% but less than 75%
Nicole Raelynn Chakos
Financial Advisor
- CRD
- #7702029
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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Josiah David Jagoda Mr.
--
- CRD
- #8248611
Marcene Piper Skillen-Robison
--
- CRD
- #8247447
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $335,899,941 | $788,498 |
| Non-Discretionary | $18,376,791 | $224,107 |
| Total | $354,276,732 | $697,395 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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