JMF Capstone Wealth Management
Firm details
- Headquarters
- Tuscaloosa, Alabama
- CRD number
- 118296
- Registered since
- June 10, 2016
- Website
- www.jmfcapstone.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI90.86%
- Individuals7.47%
- Pension & Profit Sharing Plans1%
- Charitable Organizations0.36%
- Corporations / Businesses0.32%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
JMF Capstone Wealth Management is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2016. The firm acts as a capital allocator for both individual/family and institutional clients, charging fees as a percentage of assets under management. Its advisory services include discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and selection of other advisers. The firm does not identify as an active ESG investor and is not presented as a multi-state advisor in the provided data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds63%
- Cash & Cash Equivalents16%
- US Government Bonds10%
- Exchange Traded Equities6%
- State & Local Bonds5%
Owners & executives
1 of 1
Joel Lake
Wealth Advisor and Chief Compliance OfficerCRD 6261468
Contacts
3 of 7
Robert Ingram
Advisor RepresentativeCRD 4504525
David Berney
Financial AdvisorCRD 6229875
Bryan Chandler
Wealth AdvisorCRD 6183015
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$147M in ETFs
9%
$12.9M
91%
$134M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF (BSVO) | Active | Small Value | $20.8M | 711,693 | 14.14% |
Location
Tuscaloosa, AL
Tuscaloosa
Location
Tuscaloosa, AL
Headquartered in Tuscaloosa, AL, in the South of the United States.
- Region
- South
- County
- Tuscaloosa
- Address
- 2200 Jack Warner Pkwy Ne
- Time zone
- CT (UTC-6)
- Office locations
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