Jmf Capstone Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tuscaloosa, AL. Its latest Form ADV filing, dated March 12, 2026, reports $416M in regulatory assets under management, 8 employees, and 540 accounts.
Assets Under Management
$416M
Employees
8
Offices
--
Total Clients
219
Primary office
TUSCALOOSA, AL
2200 JACK WARNER PARKWAY, NE, SUITE 300, TUSCALOOSA, AL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 48.9% of total clients.
Top client categories% of clientsClients
1
Individuals
48.9%
107
2
HNWI
48.9%
107
3
Corporations
2.3%
5
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$416Mas of March 12, 2026
Discretionary99.8%
$415M
100% of total RAUM99.8%
Non-discretionary0.2%
$700K
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$416M
Total Accounts540
10Y AUM Change+$301M (+262.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee27:1
10Y Employee Change+1 (+14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.