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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Alabama
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHANDLER, BRYAN, ROSS | I | MANAGING MEMBER | NA | Control |
| CHANDLER, BRYAN, ROSS | I | MANAGING MEMBER | NA | Control |
| CHANDLER, BRYAN, ROSS | I | MANAGING MEMBER | NA | Control |
| CHANDLER, BRYAN, ROSS | I | MANAGING MEMBER | NA | Control |
| CHANDLER, BRYAN, ROSS | I | MANAGING MEMBER | NA | Control |
| GOLDSMITH, SCOTT, A | I | MANAGING MEMBER | NA | Control |
| GOLDSMITH, SCOTT, A | I | MANAGING MEMBER | NA | Control |
| GOLDSMITH, SCOTT, A | I | MANAGING MEMBER | NA | Control |
| GOLDSMITH, SCOTT, A | I | MANAGING MEMBER | NA | Control |
| GOLDSMITH, SCOTT, A | I | MANAGING MEMBER | NA | Control |
| GOLDSMITH, SCOTT, A | I | MANAGING MEMBER | NA | Control |
| GOLDSMITH, SCOTT, A | I | MANAGING MEMBER | NA | Control |
| GOLDSMITH, SCOTT, A | I | MANAGING MEMBER | NA | Control |
| GOLDSMITH, SCOTT, A | I | MANAGING MEMBER | NA | Control |
| GOLDSMITH, SCOTT, A | I | MANAGING MEMBER | NA | Control |
| GOLDSMITH, SCOTT, A | I | MANAGING MEMBER | NA | Control |
| LAKE, JOEL, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LAKE, JOEL, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LAKE, JOEL, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LAKE, JOEL, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LAKE, JOEL, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LAKE, JOEL, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LAKE, JOEL, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LAKE, JOEL, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LAKE, JOEL, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LAKE, JOEL, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LAKE, JOEL, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LAKE, JOEL, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LAKE, JOEL, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LAKE, JOEL, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LAKE, JOEL, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LAKE, JOEL, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JMF WEALTH MANAGEMENT, LLC | DE | MEMBER | E | Control |
| JMF WEALTH MANAGEMENT, LLC | DE | MEMBER | E | Control |
| JMF WEALTH MANAGEMENT, LLC | DE | MEMBER | E | Control |
| JMF WEALTH MANAGEMENT, LLC | DE | MEMBER | E | Control |
| JMF WEALTH MANAGEMENT, LLC | DE | MEMBER | E | Control |
| JMF WEALTH MANAGEMENT, LLC | DE | MEMBER | E | Control |
| JMF WEALTH MANAGEMENT, LLC | DE | MEMBER | E | Control |
| JMF WEALTH MANAGEMENT, LLC | DE | MEMBER | E | Control |
| JMF WEALTH MANAGEMENT, LLC | DE | MEMBER | E | Control |
| JMF WEALTH MANAGEMENT, LLC | DE | MEMBER | E | Control |
| JMF WEALTH MANAGEMENT, LLC | DE | MEMBER | E | Control |
| JMF WEALTH MANAGEMENT, LLC | DE | MEMBER | E | Control |
| JMF WEALTH MANAGEMENT, LLC | DE | MEMBER | E | Control |
| JMF WEALTH MANAGEMENT, LLC | DE | MEMBER | E | Control |
| JMF WEALTH MANAGEMENT, LLC | DE | MEMBER | E | Control |
| JMF WEALTH MANAGEMENT, LLC | DE | MEMBER | E | Control |
| JESSUP, WILLIAM, WALKER | I | MEMBER MANAGER | D | Control |
| JESSUP, WILLIAM, WALKER | I | MEMBER MANAGER | D | Control |
| JESSUP, WILLIAM, WALKER | I | MEMBER MANAGER | D | Control |
| JESSUP, WILLIAM, WALKER | I | MEMBER MANAGER | D | Control |
| JESSUP, WILLIAM, WALKER | I | MEMBER MANAGER | D | Control |
| JESSUP, WILLIAM, WALKER | I | MEMBER MANAGER | D | Control |
| JESSUP, WILLIAM, WALKER | I | MEMBER MANAGER | D | Control |
| JESSUP, WILLIAM, WALKER | I | MEMBER MANAGER | D | Control |
| BRAZIL, JAMES, GARLAND | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| BRAZIL, JAMES, GARLAND | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| BRAZIL, JAMES, GARLAND | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| BRAZIL, JAMES, GARLAND | I | MEMBER | B | Control |
| BRAZIL, JAMES, GARLAND | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| BRAZIL, JAMES, GARLAND | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| BRAZIL, JAMES, GARLAND | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| BRAZIL, JAMES, GARLAND | I | MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| INGRAM, ROBERT, LANIER | I | MEMBER | B | Control |
| INGRAM, ROBERT, LANIER | I | MEMBER | B | Control |
| INGRAM, ROBERT, LANIER | I | MEMBER | B | Control |
| INGRAM, ROBERT, LANIER | I | MEMBER | B | Control |
| INGRAM, ROBERT, LANIER | I | MEMBER | B | Control |
| INGRAM, ROBERT, LANIER | I | MEMBER | B | Control |
| INGRAM, ROBERT, LANIER | I | MEMBER | B | Control |
| INGRAM, ROBERT, LANIER | I | MEMBER | B | Control |
Registrations
Federal
IA
Apr 21, 2025 REGISTERED
Notice Filings (3)
AL GA TX
Address
2200 JACK WARNER PARKWAY, NESUITE 300
TUSCALOOSA, AL 35401
United States
Phone: 205-345-8440