C
$49.2M Total AUM
$49.2M Disc. AUM
-- 3Y CAGR
2 Employees
68 ADV. Clients
2 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Vital primeNorth insight +more
- Established Date
- 05-24-2024
- Office Locations
- 1
Office Locations
11031 US-301 N Oxford FL
About Capstonewealth
CapstoneWealth is a Florida-based retirement-focused RIA led by CFP professional Roxanne Theodoropoulos, serving retirees in The Villages area. The team builds coordinated retirement plans spanning tax-efficient income, Social Security claiming, and legacy planning, and may use alternative investments such as structured notes to target steady income and risk management. Custody commonly held at Schwab or Fidelity.
Team overview
36 AVG AGE
$24.6M AVG AUM / ADVISOR
$724.3K AVG AUM / CLIENT
1.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Wave vector Unison Frontier
Client Personas
Insight harbor Timber delta
Custodian
Radial capital Focus oak Legacy fusion Wave Oak unison Delta Ember signal Ember legacy Optima Beacon Peak capital Catalyst
Investment Themes
Fusion pathway Catalyst glacier Ridge Summit crest
Investment Vehicles
Unison
Platform
Zenith
Services
Focus Quantum fusion Ridge North zenith Momentum Vertex ember Meridian Wave beacon Zenith signal
Technology
Prime Horizon Optima Harbor Timber alpha Harbor vital
Owner & Executives
Roxanne Theodoropoulos
Chief Compliance Officer, Managing Member
- CRD
- #5469335
- Ownership
- 75% or more
(442) 523-4205
zenith.radial@deltacapital.com
in linkedin.com/in/value-frontier
Showing 1 of 1 owners & executives
Unlock allContacts
G
GEORGE THEODOROPOULOS
--
- CRD
- #8098538
(665) 705-9707
momentum.insight@summitcapital.com
in linkedin.com/in/peak-unison
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,249,345 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,249,345 | -- |
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Separately Managed Accounts
Total SMA Asset: $49,249,345
Equity - Exchange:
29.3% Corporate - Investment Grade:
38.2% Cash:
32.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,084,974,577 | 29.3% |
| Corporate - Investment Grade | $1,414,540,234 | 38.2% |
| Cash | $1,203,470,095 | 32.5% |
| Total | $3,702,984,906 | 100.0% |