SEC Form ADV

CAPSTONE WEALTH MANAGEMENT CORP.

Firm profile: Capstone Wealth Management Group — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserFL

$109.4M

Assets Under Management

Employees

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Registration Details

Accession: crd-165359
Location: LAKELAND, FL
Filing Date: July 2, 2026
AUM: $109.4M
Institutional Clients: 2
Employees: 5
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension Plans

About this Adviser

CAPSTONE WEALTH MANAGEMENT CORP. is a registered investment adviser headquartered in LAKELAND, FL, managing approximately $109.4M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.

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