CAPSTONE WEALTH MANAGEMENT, INC.

CAPSTONE WEALTH MANAGEMENT
BILLINGS, Montana·1 registered advisor·CRD# 130128
SEC# 801-67062406-325-1500
01

Firm Overview

AUM
$54M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CAPSTONE WEALTH MANAGEMENT, INC.

1 registered advisor
Mark David Thomas
BILLINGS, Montana
05

Office Locations

BILLINGS, Montana
1 advisor

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Data sourced from SEC Form ADV filings. CAPSTONE WEALTH MANAGEMENT, INC. (CRD# 130128) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.