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Robert Lanier Ingram

CAPSTONE WEALTH MANAGEMENT, LLC·TUSCALOOSA, Alabama
Clean recordCAPSTONE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Lanier Ingram is a registered financial advisor based in TUSCALOOSA, Alabama, affiliated with CAPSTONE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
CAPSTONE WEALTH MANAGEMENT, LLC
JMF CAPSTONE WEALTH MANAGEMENT
AUM
$336M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at CAPSTONE WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4504525
Firm CRD# 118296
View on FINRA BrokerCheck →

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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

James Garland Brazil
TUSCALOOSA, AL
Bryan Ross Chandler
TUSCALOOSA, AL
Joel William Lake
TUSCALOOSA, AL
Scott A Goldsmith
TUSCALOOSA, AL
William Walker Jessup
TUSCALOOSA, AL

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in AlabamaNational Fee Analysis
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