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CAPSTONE WEALTH MANAGEMENT CORP.
CRD 165359File 801-121346
APPROVED
Retail clients
Disclosure events
Filing as of Jul 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$109.4M
Bottom 25% of cohort (national)
Discretionary AUM
$108.2M
Non-discretionary $1.2M
Clients
288
364 accounts
Employees
5
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jun 1, 2021
- Principal office
- 5120 S. LAKELAND DRIVE, SUITE 1, LAKELAND, FL, 33813
- Phone
- (866) 596-9886
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $109.4M
- Discretionary AUM
- $108.2M
- Non-discretionary AUM
- $1.2M
- Discretionary accounts
- 363
- Non-discretionary accounts
- 1
- Total accounts
- 364
- AUM per client
- $380K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 24 | $55.9M |
| Pension and profit sharing plans | Fewer than 5 | $1.2M |
| Individuals (other than high net worth individuals) | 262 | $52.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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- Q11
- Q11E1
- Q11E2
- Q11E4
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.