CAPSTONE WEALTH MANAGEMENT, INC. of BILLINGS, MT is an SEC-registered investment adviser (CRD 130128). Regulatory assets under management: $354.3M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| 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 | — |