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CAPSTONE WEALTH MANAGEMENT CORP.

LAKELAND, FL · CRD 165359 · IAPD ↗ · careformywealth.com · (866) 596-9886

$109.4MRegulatory AUM
3Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
4States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
August 2026 — CAPSTONE WEALTH MANAGEMENT CORP. notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — CAPSTONE WEALTH MANAGEMENT CORP. reported RAUM down 26% ($123.2M -> $90.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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