JMF CAPSTONE WEALTH MANAGEMENT

Legal name: CAPSTONE WEALTH MANAGEMENT, LLC

CRD 118296File 801-107846

APPROVED

Retail clients

Custody

Filing as of Mar 12, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$416.1M

Below cohort median (national)

Discretionary AUM

$415.4M

Non-discretionary $700K

Clients

219

540 accounts

Employees

Below cohort median in AL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Jun 10, 2016
Principal office: 2200 JACK WARNER PARKWAY, NE, SUITE 300, TUSCALOOSA, AL, 35401
Phone: 205-345-8440
Website: HTTP://WWW.JMFCAPSTONE.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $416.1M
Discretionary AUM: $415.4M
Non-discretionary AUM: $700K
Discretionary accounts: 538
Non-discretionary accounts: 2
Total accounts: 540
AUM per client: $1.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$1.3M
Charitable organizations	Fewer than 5	$1.5M
High net worth individuals	107	$378.1M
Pension and profit sharing plans	Fewer than 5	$4.2M
Individuals (other than high net worth individuals)	107	$31.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.