Investment adviser · CRD 118296
JMF CAPSTONE WEALTH MANAGEMENT
Investment adviser filing (IA)
CAPSTONE WEALTH MANAGEMENT, LLC
TUSCALOOSA, AL, United States · Form ADV filed Mar 12, 2026
- Regulatory AUM
- $416M Form ADV · Item 5.F
- Client accounts
- 540 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 107 | $378,065,411 | 90.9% |
| Individuals | 107 | $31,067,833 | 7.5% |
| Retirement plans | Fewer than 5 | $4,153,687 | 1.0% |
| Charities | Fewer than 5 | $1,497,448 | 0.4% |
| Corporations & businesses | 5 | $1,323,540 | 0.3% |
Filing source
Form ADV 2068201 · Mar 12, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 12, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
2200 JACK WARNER PARKWAY, NE, SUITE 300TUSCALOOSA, AL, 35401, United States
CRD 118296
Filing source
Form ADV 2068201 · Mar 12, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.