Lakeland, FL Office
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Capstone Wealth Management Corp.
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About
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.
Based on Capstone Wealth Management Corp.
Expertise
Based on Capstone Wealth Management Corp.
Location
5120 S. Lakeland Drive, Suite 1
Lakeland FL 33813
Advisors at this office
2
Advisors at this office
Allen M
Series 63, Series 65
Lakeland, FL
Capstone Wealth Management Corp.
Allen Montgomery is a financial advisor with Capstone Wealth Management Corp. in Lakeland, FL, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has been with Capstone since 2012 and also serves as president and chief investment strategist of Montgomery Retirement Group, a firm he formed in 2006 that offers fixed products, life insurance, annuities, and qualified retirement plan administration. Capstone Wealth Management Corp. provides portfolio management and financial planning to individuals, including high net worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm employs an asset allocation framework emphasizing growth and tactical asset allocation based on monetary measurements, relative valuations, and investor sentiment, with portfolios that may include individual securities, mutual funds, ETFs, and alternative investments.
Jonathan S
CFA®, Series 65
Lakeland, FL
Capstone Wealth Management Corp.
Jonathan Stump is a CFA® charterholder and holds a Series 65 license, with 11 years of industry experience. He has been with Capstone Wealth Management Corp. since 2013. Capstone Wealth Management Corp. provides portfolio management and financial planning services to individuals, including high net worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach combines a growth-oriented asset allocation framework with tactical adjustments based on monetary measurements, relative valuations, and investor sentiment, utilizing a range of securities and strategies tailored to client objectives.
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