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CAPSTONE WEALTH

BILLINGS, MT · CRD 130128 · IAPD ↗ · capstoneretire.com · 406-325-1500

$354.3MRegulatory AUM
4Advisory reps
8Employees
20Clients
11-25Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

98
April 2025 — CAPSTONE WEALTH (BILLINGS, MT) is newly SEC-registered with $301.1M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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