Capstone Wealth is an SEC registered investment adviser organized as a corporation with a primary office location in Billings, MT. Its latest Form ADV filing, dated March 25, 2026, reports $354M in regulatory assets under management, 8 employees, and 508 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 49.7% of total clients.
Top client categories% of clientsClients
1
HNWI
49.7%
84
2
Individuals
44.4%
75
3
Charitable
3.0%
5
4
Corporations
3.0%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$354Mas of March 25, 2026
Discretionary94.8%
$336M
95% of total RAUM94.8%
Non-discretionary5.2%
$18M
5% of total RAUM5.2%
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$354M
Total Accounts508
10Y AUM Change+$53M (+17.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee21:1
10Y Employee Change+2 (+33.3%)
* 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.