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Robert Lanier Ingram

CAPSTONE WEALTH MANAGEMENT, LLC·TUSCALOOSA, Alabama
Clean record24 years registeredCAPSTONE WEALTH MANAGEMENT, LLC
204 MARINA DRIVE, TUSCALOOSA, AL 35406-3237CRD# 4504525Firm CRD# 118296

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Lanier Ingram · TUSCALOOSA, AL
Registration
CRD #4504525 · CAPSTONE WEALTH MANAGEMENT, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

JMF CAPSTONE WEALTH MANAGEMENT
Mar 2014 – present
CAPSTONE WEALTH MANAGEMENT, LLC
Feb 2002 – Sep 2012
TUSCALOOSA, AL
02

Registrations & Exams

Registration record
First registered · February 26, 2002
Years registered · 24
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 →
Introduction

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05

Frequently Asked Questions

What services does Robert Lanier Ingram offer?
Robert Lanier Ingram specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in TUSCALOOSA, Alabama for a consultation.
What are Robert Lanier Ingram's credentials?
Robert Lanier Ingram is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Lanier Ingram located?
Robert Lanier Ingram 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 Robert Lanier Ingram charge for services?
Robert Lanier Ingram'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
James Garland Brazil
TUSCALOOSA, AL
Joel William Lake
TUSCALOOSA, AL
William Walker Jessup
TUSCALOOSA, AL

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Research
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