# CAPSTONE WEALTH MANAGEMENT, INC.

CAPSTONE WEALTH MANAGEMENT, INC. of BILLINGS, MT is an SEC-registered investment adviser.

## Registration

- CRD: 130128
- Type: SEC-registered investment adviser
- SEC file number: 801-132460
- Location: 1731 POLY DRIVE, BILLINGS, MT, 59102
- Phone: 406-325-1500
- Latest filing: 2026-03-25
- Regulatory AUM: $354.3M
- Discretionary AUM: $335.9M
- Non-discretionary AUM: $18.4M
- Clients: 8
- Accounts: 508

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Thomas V David | PRESIDENT & CHIEF COMPLIANCE OFFICER | Pepper Pike, OH |
| Thomas G David | PRESIDENT & CHIEF COMPLIANCE OFFICER | Bristol, VA |
| Mark David Thomas | PRESIDENT | — |
| Thomas Macfarland Webber | CHIEF COMPLIANCE OFFICER | — |
| Austin David Thomas | FINANCIAL ADVISOR & BUSINESS DEVELOPMENT SPECIALIST | — |
| Nicole Raelynn Chakos | FINANCIAL ADVISOR & MARKETING OFFICER | — |
| Thomas Valentine David | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/130128/brochure
- Similar advisers: https://search.stillhousedata.com/firm/130128/similar
- Related entities: https://search.stillhousedata.com/firm/130128/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/130128

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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.