Wealth Manager
    SEC Registered
    Manages Private Funds

    Capstone Wealth

    Registered investment advisor · Billings, Montana · CRD #130128

    Assets Under Management
    $354M
    Client Accounts
    508
    Employees
    8
    CRD Number
    130128
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Capstone Wealth

    Capstone Wealth is a SEC-registered investment advisory firm headquartered in Billings, Montana, managing approximately $354M in regulatory assets across 508 client accounts. The firm's full regulatory record is filed with the SEC under CRD #130128.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Capstone Wealth

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Capstone Wealth's AUM?

    Capstone Wealth reports approximately $354M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Capstone Wealth headquartered?

    Capstone Wealth is headquartered in Billings, Montana.

    What is Capstone Wealth's CRD number?

    Capstone Wealth's CRD number is 130128. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Capstone Wealth manage?

    Capstone Wealth manages approximately 508 client accounts according to its latest SEC filing.

    Is Capstone Wealth SEC registered?

    Yes, Capstone Wealth is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Montana

    D.a. Davidson & Co.
    Great Falls, MT · $41.8B AUM
    Investment Management Group
    Billings, MT · $5.2B AUM
    Davidson Investment Advisors, Inc.
    Great Falls, MT · $5.2B AUM
    Stack Financial Management Inc
    Whitefish, MT · $2B AUM
    Bitterroot Capital Advisors LLC
    Bozeman, MT · $1.8B AUM
    Allied Investment Advisors LLC
    Billings, MT · $1.5B AUM
    See all top RIA firms in Montana →

    Research firms like Capstone Wealth at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial