Capstone Wealth - Investment Advisers

About Capstone Wealth

Capstone Wealth Management, Inc. is an investment adviser headquartered in Billings, Montana. The firm reports $354.28 million in regulatory assets under management and employs eight people. It has provided wealth management services since 2003 and describes itself as a fiduciary, obligated to put clients' interests first. The firm works with a limited number of clients, including executives and professionals, business owners, farmers and ranchers, owners of commercial real estate, and high-net-worth families. Its services cover financial planning, investment advice, and wealth management, delivered by a team that coordinates these areas together. Advisory fees are calculated as a percentage of the portfolio's value and withdrawn quarterly. Consulting is also available on a subscription basis for clients preparing for transitions such as selling a business. Capstone is one of the investment advisers in Montana in this directory, which is part of the wider Directory of US Investment Advisers.

Key Facts

Assets Under Management

$354.28M

Employees

8

SEC File Number

801-132460