CAPSTONEWEALTH

Overview

Capstonewealth operates as a privately held limited liability company that focuses on wealth management for individuals, families and small businesses. The firm acts as an active capital allocator and provides discretionary portfolio management along with selection and oversight of third‑party advisers. Its client relationships are fee‑based, combining percentage‑of‑AUM billing with fixed fees depending on engagement. Capstonewealth does not position itself as an ESG investor and, per its filing, manages assets on a single‑state basis. Investment activity centers on liquid public markets with a clear preference for exchange‑traded equities and pooled funds, while the firm also engages third‑party managers when clients require access to specialized strategies. The advisory model appears tailored: a relatively small client base receives bespoke, discretionary management and manager selection services rather than mass‑market product distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices