Capstone Wealth Management Corp. is an SEC registered investment adviser organized as a corporation with a primary office location in Lakeland, FL. Its latest Form ADV filing, dated March 30, 2026, reports $109M in regulatory assets under management, 5 employees, 1 office, and 364 accounts.
Assets Under Management
$109M
Employees
5
Offices
1 office
Total Clients
288
Primary office
LAKELAND, FL
5120 S. LAKELAND DRIVE, SUITE 1, LAKELAND, FL, United States
Top client segmentIndividuals represent 91.0% of total clients.
Top client categories% of clientsClients
1
Individuals
91.0%
262
2
HNWI
8.3%
24
3
Pension Plans
0.7%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$109Mas of March 30, 2026
Discretionary98.9%
$108M
99% of total RAUM98.9%
Non-discretionary1.1%
$1M
1% of total RAUM1.1%
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.
Total AUM$109M
Total Accounts364
10Y AUM Change$-39M (-26.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee58:1
10Y Employee Change+2 (+66.7%)
* 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.