CAPSTONE WEALTH MANAGEMENT CORP. of LAKELAND, FL is an SEC-registered investment adviser (CRD 165359). Regulatory assets under management: $109.4M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Fixed, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Corporations.
| Name | Role | Location |
|---|---|---|
| Allen Ray Montgomery | PRESIDENT/CCO | — |
| MONTGOMERY ALLEN RAY | PRESIDENT/CCO | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |