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

More Retirement Planning firms in Lakeland, Florida:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CITADEL ADVISORS LLC Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131	$397,045,307,119	26	2932
GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189
CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
DOUBLELINE CAPITAL LP 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602	$92,968,371,160	146	264

Explore More Retirement Advisors in Lakeland, Florida

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.