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Home > Retirement Planners > florida > lakeland > CAPSTONE WEALTH MANAGEMENT CORP.
CAPSTONE WEALTH MANAGEMENT CORP.
5120 S. Lakeland Drive
Suite 1
Lakeland, Florida 33813
Tel: (866) 596-9886
About CAPSTONE WEALTH MANAGEMENT CORP.
CAPSTONE WEALTH MANAGEMENT CORP, formally registered with the SEC as CAPSTONE WEALTH MANAGEMENT CORP. The firm was established in 06/01/2021. They have over 2 offices throughout the country.
CAPSTONE WEALTH MANAGEMENT CORP. is a Lakeland, Florida based Financial Planning firm with nearly $90,756,453 assets under management, offering retirement planning & investment advisory services to 329 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 165359 |
| SEC# | 801-121346 |
| Assets Managed by Firm | $90,756,453 |
| No. of Clients | 329 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 329 | $90,756,453 |
| Individuals (other than high net worth individuals) | 308 | $49,582,975 |
| High net worth individuals | 23 | $38,811,963 |
| Pension and profit sharing plans | 2 | $1,019,125 |
| Corporations or other businesses | Fewer than 5 clients | $1,342,390 |
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