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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Montana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 17, 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 |
|---|---|---|---|---|
| THOMAS, MARK, DAVID | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, MARK, DAVID | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, MARK, DAVID | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, MARK, DAVID | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, MARK, DAVID | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, MARK, DAVID | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, MARK, DAVID | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, MARK, DAVID | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, MARK, DAVID | I | PRESIDENT | D | Control |
| THOMAS, MARK, DAVID | I | PRESIDENT | D | Control |
| Chakos, Nicole, Raelynn | I | FINANCIAL ADVISOR & MARKETING OFFICER | B | |
| Chakos, Nicole, Raelynn | I | FINANCIAL ADVISOR & MARKETING OFFICER | B | |
| Thomas, Austin, David | I | FINANCIAL ADVISOR & BUSINESS DEVELOPMENT SPECIALIST | B | |
| Thomas, Austin, David | I | FINANCIAL ADVISOR & BUSINESS DEVELOPMENT SPECIALIST | B | |
| WEBBER, THOMAS, MACFARLAND | I | CHIEF COMPLIANCE OFFICER | A | Control |
| WEBBER, THOMAS, MACFARLAND | I | CHIEF COMPLIANCE OFFICER | A | Control |
Registrations
Federal
IA
Nov 17, 2025 REGISTERED
Notice Filings (5)
LA MT NE TX WA
Address
1731 POLY DRIVEBILLINGS, MT 59102
United States
Phone: 406-325-1500