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JMF CAPSTONE WEALTH MANAGEMENT
CAPSTONE WEALTH MANAGEMENT, LLC
CRD 118296 · SEC 801-107846
2200 JACK WARNER PARKWAY, NE, SUITE 300, TUSCALOOSA, AL, 35401, United States
Phone
205-345-8440
Fax
205-722-9549
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$416.1M
Discretionary AUM
$415.4M
Team
8 total employees; 7 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 107 | $31.1M |
| High net worth individuals | 107 | $378.1M |
| Corporations/business entities | 5 | $1.3M |
States served
AL, GA, TX
All web addresses on file
Official SEC filing: View on IAPD