CAPSTONE WEALTH MANAGEMENT, INC

Overview

Capstone Wealth Management, Inc. is an independent registered investment adviser serving individual and family clients with fee-based portfolio management and financial planning. The firm operates as a capital allocator and focuses on discretionary portfolio management, using third‑party managers where appropriate and selecting outside advisers for specialized needs. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee billing is on a percentage‑of‑AUM basis. Investment posture is equity‑oriented. The firm reports a strong preference for exchange‑traded equities, which form the bulk of its managed assets. Capstone maintains industry relationships with accountants and insurance companies to support client planning and coordination, but it does not position itself as an ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices