Home
›
Firms
›
CAPSTONE WEALTH MANAGEMENT, LLC
CAPSTONE WEALTH MANAGEMENT, LLC
JMF CAPSTONE WEALTH MANAGEMENT
TUSCALOOSA, Alabama
·
5 registered advisors
·
CRD# 118296
SEC# 801-107846
0
205-349-2050
01
Firm Overview
AUM
$336M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at CAPSTONE WEALTH MANAGEMENT, LLC
5 registered advisors
Bryan Ross Chandler
TUSCALOOSA, Alabama
CRD# 6183015
James Garland Brazil
TUSCALOOSA, Alabama
CRD# 4607381
Joel William Lake
TUSCALOOSA, Alabama
CRD# 6261468
Robert Lanier Ingram
TUSCALOOSA, Alabama
CRD# 4504525
William Walker Jessup
TUSCALOOSA, Alabama
CRD# 4484364
05
Office Locations
TUSCALOOSA, Alabama
5 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. CAPSTONE WEALTH MANAGEMENT, LLC (CRD# 118296) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.