Capstonewealth

Overview

Capstonewealth is a Florida-based limited liability company that provides advisory services to individual and family clients. The firm functions as a capital allocator and focuses on portfolio management for individuals and small businesses, and on selecting outside advisers where appropriate. Its fee arrangements include both a percentage of assets under management and fixed fees. Capstonewealth does not position itself as an ESG-focused manager and reports an insurance company industry affiliation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices