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Capstonewealth

Capstonewealth. CRD 328380

C

CRD: 328380

Capstonewealth

Oxford, FL, 34484
3528507392
www.mycapstonewealth.com
$49.2M Total AUM
$49.2M Disc. AUM
-- 3Y CAGR
2 Employees
68 ADV. Clients
2 yrs Firm Age

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Firm Details

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

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

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Contacts

G

GEORGE THEODOROPOULOS

Retirement Planning Specialist

CRD
#8098538
(665) 705-9707
momentum.insight@summitcapital.com
in linkedin.com/in/peak-unison

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Assets 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

$49.2M Total SMA
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%

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