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CAPSTONE WEALTH
CAPSTONE WEALTH MANAGEMENT, INC.
CRD 130128 · SEC 801-132460
1731 POLY DRIVE, BILLINGS, MT, 59102, United States
Phone
406-325-1500
Fax
406-294-5150
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$354.3M
Discretionary AUM
$335.9M
Team
8 total employees; 4 advisory reps; 20 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 75 | $30.8M |
| High net worth individuals | 84 | $285.3M |
| Charitable organizations | 5 | $15.3M |
| Corporations/business entities | 5 | $22.9M |
States served
LA, MT, WY, WA, TX
All web addresses on file
- HTTP://WWW.CAPSTONERETIRE.COM
- HTTPS://WWW.LINKEDIN.COM/COMPANY/2504633/
- HTTPS://WWWLINKEDIN.COM/IN/MARK-THOMAS-48924518/
- HTTPS://WWW.LINKEDIN.COM/IN/KERRIE-KERN-A69A0358/
- HTTPS://WWW.LINKEDIN.COM/IN/NICOLE-CHAKOS-B02B67202/
- HTTPS://WWW.LINKEDIN.COM/IN/JOETTE-LARSON-BAA4013A/
- HTTPS://WWW.LINKEDIN.COM/IN/THOMAS-WEBBER-36268714A/
Official SEC filing: View on IAPD