# CAPSTONE WEALTH MANAGEMENT, LLC

CAPSTONE WEALTH MANAGEMENT, LLC of TUSCALOOSA, AL is an SEC-registered investment adviser.

## Registration

- CRD: 118296
- Type: SEC-registered investment adviser
- SEC file number: 801-107846
- Location: 2200 JACK WARNER PARKWAY, NE, SUITE 300, TUSCALOOSA, AL, 35401
- Phone: 205-345-8440
- Latest filing: 2026-03-12
- Regulatory AUM: $416.1M
- Discretionary AUM: $415.4M
- Non-discretionary AUM: $700K
- Clients: 8
- Accounts: 540

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Joel William Lake | CHIEF COMPLIANCE OFFICER | — |
| Scott A Goldsmith | MANAGING MEMBER | — |
| JESSUP WILLIAM WALKER | MEMBER MANAGER | — |
| INGRAM ROBERT LANIER | MEMBER | — |
| BRAZIL JAMES GARLAND | MEMBER; MEMBER, CHIEF COMPLIANCE OFFICER | — |
| LAKE BRENDAN WILLIAM | CHIEF COMPLIANCE OFFICER | — |
| CHANDLER BRYAN ROSS | MANAGING MEMBER | — |
| GOLDSMITH SCOTT A | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/118296/brochure
- Similar advisers: https://search.stillhousedata.com/firm/118296/similar
- Related entities: https://search.stillhousedata.com/firm/118296/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/118296

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.