JMF CAPSTONE WEALTH MANAGEMENT

2200 Jack Warner Parkway, Ne
Suite 300
Tuscaloosa, Alabama 35401
Tel: 205-349-2050

About JMF CAPSTONE WEALTH MANAGEMENT

JMF CAPSTONE WEALTH MANAGEMENT, formally registered with the SEC as JMF CAPSTONE WEALTH MANAGEMENT. The firm was established in 06/10/2016. They have over 1 offices throughout the country.

JMF CAPSTONE WEALTH MANAGEMENT is a Tuscaloosa, Alabama based Financial Planning firm with nearly $336,373,964 assets under management, offering retirement planning & investment advisory services to 513 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	118296
SEC#	801-107846
Assets Managed by Firm	$336,373,964
No. of Clients	513
No. of Advisors	7

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	513	$336,373,964
Individuals (other than high net worth individuals)	111	$37,012,035
High net worth individuals	92	$291,674,962
Pension and profit sharing plans	Fewer than 5 clients	$3,566,689
Charitable organizations	5	$1,267,888
Corporations or other businesses	6	$2,852,390

More Retirement Planning firms in Tuscaloosa, Alabama:

Firm Name	Assets Under Management	Total Clients	Total Advisors
HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205	$23,574,716,836	61	19
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$16,990,335,269	2	29
WAVERLY ADVISORS, LLC 600 University Park Place, Suite 501 Birmingham, AL, 35209	$14,539,829,905	22135	261
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,110,107,935	50	167
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$7,878,130,018	367	42

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