A complete list of active advisors currently associated with Capstone Wealth Management Corp.
Warmer can help you find a great advisor at Capstone Wealth Management Corp. or one who fits your needs even better.
Capstone Wealth Management Corp. provides discretionary and non‑discretionary investment management and separate financial planning services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and corporations. The firm manages portfolios that can include individual stocks and bonds, mutual funds and ETFs, variable annuities, municipal and government securities, real estate and oil and gas interests, and also serves as a sub‑adviser to other registered investment advisers. Its investment process begins with an asset allocation framework that emphasizes a growth component and uses tactical asset allocation and a proprietary screening focus on earnings and earnings estimates to set equity exposure. Strategies range from long‑term buy‑and‑hold to shorter‑term trading and margin use, and accounts are typically custodied at firms such as Charles Schwab, Nationwide, and Axos. Distinctive elements in Capstone’s brochure include its use of performance‑based fee arrangements for qualified clients (performance fees up to 20% of gains, measured quarterly with a high‑water mark), which the firm notes may create side‑by‑side conflicts that it seeks to mitigate through internal policies. The firm also takes sub‑adviser assignments for other advisers, may furnish quarterly performance reports to clients, and recently amended its Form ADV to add disclosures about risks related to emerging technology and artificial intelligence.
To learn more about the advisors currently working at Capstone Wealth Management Corp., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Capstone Wealth Management Corp.'s office locations.
Name |
Location |
Years of experience |
|---|---|---|
Baraboo, WI
| 30
| |
San Jose, CA
| 0
| |
Lakeland, FL
| 43
| |
Lakeland, FL
| 11
|
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