CAPSTONE WEALTH MANAGEMENT CORP.
CRD #165359 SEC #801-121346 LAKELAND, FL (866) 596-9886
SEC Registered Disclosures
Total AUM
$92.1M
Discretionary
$91M
Employees
5
Clients
0
Accounts
314
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $92.1M | $91M | $1.1M | 5 | 0 |
| Mar 2024 | $90.8M | $88.4M | $2.4M | 5 | 0 |
| Apr 2023 | $123.2M | $120.9M | $2.4M | 5 | 0 |
| Dec 2022 | $148.1M | $146.5M | $1.6M | 5 | 0 |
| Mar 2022 | $148.1M | $146.5M | $1.6M | 5 | 0 |
| Dec 2021 | $148.6M | $143.8M | $4.8M | 3 | 0 |
| Apr 2021 | $148.6M | $143.8M | $4.8M | 3 | 0 |
DateMar 2025
Total AUM$92.1M
Discretionary$91M
Non-Disc.$1.1M
Employees5
Clients0
DateMar 2024
Total AUM$90.8M
Discretionary$88.4M
Non-Disc.$2.4M
Employees5
Clients0
DateApr 2023
Total AUM$123.2M
Discretionary$120.9M
Non-Disc.$2.4M
Employees5
Clients0
DateDec 2022
Total AUM$148.1M
Discretionary$146.5M
Non-Disc.$1.6M
Employees5
Clients0
DateMar 2022
Total AUM$148.1M
Discretionary$146.5M
Non-Disc.$1.6M
Employees5
Clients0
DateDec 2021
Total AUM$148.6M
Discretionary$143.8M
Non-Disc.$4.8M
Employees3
Clients0
DateApr 2021
Total AUM$148.6M
Discretionary$143.8M
Non-Disc.$4.8M
Employees3
Clients0