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James Garland Brazil

CAPSTONE WEALTH MANAGEMENT, LLC·TUSCALOOSA, Alabama
Series 65Clean record23 years registeredCAPSTONE WEALTH MANAGEMENT, LLC
204 MARINA DRIVE, TUSCALOOSA, AL 35406-3237CRD# 4607381Firm CRD# 118296

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Garland Brazil · TUSCALOOSA, AL
Registration
CRD #4607381 · CAPSTONE WEALTH MANAGEMENT, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

JMF CAPSTONE WEALTH MANAGEMENT
Nov 2002 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 12, 2002
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAPSTONE WEALTH MANAGEMENT, LLC
CRD 118296 · SEC 801-107846
AUM
$336M
Regulatory assets under management
Employees
7
513 client accounts
Services offered by CAPSTONE WEALTH MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at CAPSTONE WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does James Garland Brazil offer?
James Garland Brazil specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in TUSCALOOSA, Alabama for a consultation.
What are James Garland Brazil's credentials?
James Garland Brazil is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Garland Brazil located?
James Garland Brazil is based in TUSCALOOSA, Alabama, working with CAPSTONE WEALTH MANAGEMENT, LLC. Their office serves clients in the TUSCALOOSA metropolitan area and surrounding communities.
How does James Garland Brazil charge for services?
James Garland Brazil's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPSTONE WEALTH MANAGEMENT, LLC?
CAPSTONE WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $336M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAPSTONE WEALTH MANAGEMENT, LLC

Bryan Ross Chandler
TUSCALOOSA, AL
Robert Lanier Ingram
TUSCALOOSA, AL
Joel William Lake
TUSCALOOSA, AL
William Walker Jessup
TUSCALOOSA, AL

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Research
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