CAPSTONE WEALTH MANAGEMENT, INC.
Legal name: CAPSTONE WEALTH
CRD #130128 SEC #801-132460 BILLINGS, MT 406-325-1500
SEC Registered
Total AUM
$301.1M
Discretionary
$282.9M
Employees
6
Clients
11
Accounts
465
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $301.1M | $282.9M | $18.2M | 6 | 29 |
| Mar 2025 | $301.1M | $282.9M | $18.2M | 6 | 29 |
| Feb 2012 | $53.8M | $52.8M | $1M | 1 | 26 |
| Feb 2012 | $53.8M | $52.8M | $1M | 1 | 26 |
| Mar 2011 | $59.8M | $50.3M | $9.5M | 5 | -- |
| May 2010 | $130.5M | $119.7M | $10.8M | 5 | -- |
| Sep 2009 | $110M | $95.9M | $14.1M | 5 | -- |
| Mar 2007 | $93.2M | $86M | $7.2M | 5 | -- |
DateNov 2025
Total AUM$301.1M
Discretionary$282.9M
Non-Disc.$18.2M
Employees6
Clients29
DateMar 2025
Total AUM$301.1M
Discretionary$282.9M
Non-Disc.$18.2M
Employees6
Clients29
DateFeb 2012
Total AUM$53.8M
Discretionary$52.8M
Non-Disc.$1M
Employees1
Clients26
DateFeb 2012
Total AUM$53.8M
Discretionary$52.8M
Non-Disc.$1M
Employees1
Clients26
DateMar 2011
Total AUM$59.8M
Discretionary$50.3M
Non-Disc.$9.5M
Employees5
Clients--
DateMay 2010
Total AUM$130.5M
Discretionary$119.7M
Non-Disc.$10.8M
Employees5
Clients--
DateSep 2009
Total AUM$110M
Discretionary$95.9M
Non-Disc.$14.1M
Employees5
Clients--
DateMar 2007
Total AUM$93.2M
Discretionary$86M
Non-Disc.$7.2M
Employees5
Clients--