CAPSTONE WEALTH MANAGEMENT, LLC

CAPSTONE WEALTH MANAGEMENT, LLC of TUSCALOOSA, AL is an SEC-registered investment adviser (CRD 118296). Regulatory assets under management: $416.1M.

Registration

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (8)

NameRoleLocation
Joel William LakeCHIEF COMPLIANCE OFFICER
Scott A GoldsmithMANAGING MEMBER
JESSUP WILLIAM WALKERMEMBER MANAGER
INGRAM ROBERT LANIERMEMBER
BRAZIL JAMES GARLANDMEMBER; MEMBER, CHIEF COMPLIANCE OFFICER
LAKE BRENDAN WILLIAMCHIEF COMPLIANCE OFFICER
CHANDLER BRYAN ROSSMANAGING MEMBER
GOLDSMITH SCOTT AMANAGING MEMBER

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