CAPSTONE WEALTH MANAGEMENT, LLC
Legal name: JMF CAPSTONE WEALTH MANAGEMENT
CRD #118296 SEC #801-107846 TUSCALOOSA, AL 205-345-8440
SEC Registered
Total AUM
$362.7M
Discretionary
$362.1M
Employees
8
Clients
0
Accounts
562
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $362.7M | $362.1M | $617.8K | 8 | 0 |
| Mar 2025 | $362.7M | $362.1M | $617.8K | 8 | 0 |
| Mar 2025 | $362.7M | $362.1M | $617.8K | 8 | 0 |
| Mar 2024 | $336.4M | $333.3M | $3.1M | 7 | 0 |
| Mar 2023 | $321.7M | $319M | $2.7M | 7 | 0 |
| Jul 2022 | $309.4M | $306.4M | $3M | 6 | 0 |
| Mar 2022 | $309.4M | $306.4M | $3M | 6 | 0 |
| Mar 2021 | $180.5M | $177.9M | $2.6M | 6 | 0 |
| Jun 2020 | $174.5M | $172.1M | $2.4M | 6 | 0 |
| Mar 2020 | $174.5M | $172.1M | $2.4M | 6 | 0 |
| Mar 2019 | $142.8M | $140.7M | $2M | 6 | 0 |
| Mar 2018 | $146.9M | $144.1M | $2.8M | 6 | 0 |
| Mar 2017 | $114.7M | $113.5M | $1.2M | 7 | 100 |
| Jul 2016 | $102.2M | $101.1M | $1.1M | 7 | 100 |
| May 2016 | $102.2M | $101.1M | $1.1M | 7 | 100 |
| Jun 2012 | $57.3M | $52.9M | $4.4M | 1 | 26 |
| May 2012 | $57.3M | $52.9M | $4.4M | 1 | 26 |
| Mar 2012 | $57.3M | $52.9M | $4.4M | 1 | 26 |
| Mar 2012 | $57.3M | $52.9M | $4.4M | 1 | 26 |
| Mar 2009 | $48.8M | $48.8M | $0 | 5 | -- |
| Mar 2007 | $50.9M | $50.9M | $0 | 5 | -- |
| Nov 2006 | $39.7M | $39.7M | $0 | 5 | -- |
| Jun 2005 | $33.1M | $33.1M | $0 | 5 | -- |
DateApr 2025
Total AUM$362.7M
Discretionary$362.1M
Non-Disc.$617.8K
Employees8
Clients0
DateMar 2025
Total AUM$362.7M
Discretionary$362.1M
Non-Disc.$617.8K
Employees8
Clients0
DateMar 2025
Total AUM$362.7M
Discretionary$362.1M
Non-Disc.$617.8K
Employees8
Clients0
DateMar 2024
Total AUM$336.4M
Discretionary$333.3M
Non-Disc.$3.1M
Employees7
Clients0
DateMar 2023
Total AUM$321.7M
Discretionary$319M
Non-Disc.$2.7M
Employees7
Clients0
DateJul 2022
Total AUM$309.4M
Discretionary$306.4M
Non-Disc.$3M
Employees6
Clients0
DateMar 2022
Total AUM$309.4M
Discretionary$306.4M
Non-Disc.$3M
Employees6
Clients0
DateMar 2021
Total AUM$180.5M
Discretionary$177.9M
Non-Disc.$2.6M
Employees6
Clients0
DateJun 2020
Total AUM$174.5M
Discretionary$172.1M
Non-Disc.$2.4M
Employees6
Clients0
DateMar 2020
Total AUM$174.5M
Discretionary$172.1M
Non-Disc.$2.4M
Employees6
Clients0
DateMar 2019
Total AUM$142.8M
Discretionary$140.7M
Non-Disc.$2M
Employees6
Clients0
DateMar 2018
Total AUM$146.9M
Discretionary$144.1M
Non-Disc.$2.8M
Employees6
Clients0
DateMar 2017
Total AUM$114.7M
Discretionary$113.5M
Non-Disc.$1.2M
Employees7
Clients100
DateJul 2016
Total AUM$102.2M
Discretionary$101.1M
Non-Disc.$1.1M
Employees7
Clients100
DateMay 2016
Total AUM$102.2M
Discretionary$101.1M
Non-Disc.$1.1M
Employees7
Clients100
DateJun 2012
Total AUM$57.3M
Discretionary$52.9M
Non-Disc.$4.4M
Employees1
Clients26
DateMay 2012
Total AUM$57.3M
Discretionary$52.9M
Non-Disc.$4.4M
Employees1
Clients26
DateMar 2012
Total AUM$57.3M
Discretionary$52.9M
Non-Disc.$4.4M
Employees1
Clients26
DateMar 2012
Total AUM$57.3M
Discretionary$52.9M
Non-Disc.$4.4M
Employees1
Clients26
DateMar 2009
Total AUM$48.8M
Discretionary$48.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$50.9M
Discretionary$50.9M
Non-Disc.$0
Employees5
Clients--
DateNov 2006
Total AUM$39.7M
Discretionary$39.7M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$33.1M
Discretionary$33.1M
Non-Disc.$0
Employees5
Clients--