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
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MONTGOMERY, ALLEN, RAY | I | PRESIDENT/CCO | E | Control |
| MONTGOMERY, ALLEN, RAY | I | PRESIDENT/CCO | E | Control |
| MONTGOMERY, ALLEN, RAY | I | PRESIDENT/CCO | E | Control |
| MONTGOMERY, ALLEN, RAY | I | PRESIDENT/CCO | E | Control |
| MONTGOMERY, ALLEN, RAY | I | PRESIDENT/CCO | E | Control |
| MONTGOMERY, ALLEN, RAY | I | PRESIDENT/CCO | E | Control |
| MONTGOMERY, ALLEN, RAY | I | PRESIDENT/CCO | E | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (4)
FL NC TX WI
Address
5120 S. LAKELAND DRIVESUITE 1
LAKELAND, FL 33813
United States
Phone: (866) 596-9886