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JMF CAPSTONE WEALTH MANAGEMENT

TUSCALOOSA, AL · CRD 118296 · IAPD ↗ · jmfcapstone.com · 205-345-8440

$416.1MRegulatory AUM
7Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
May 2025 — JMF CAPSTONE WEALTH MANAGEMENT notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.