# CAPSTONE WEALTH MANAGEMENT CORP.

CAPSTONE WEALTH MANAGEMENT CORP. of LAKELAND, FL is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 165359
- Type: SEC-registered investment adviser
- SEC file number: 801-121346
- Location: 5120 S. LAKELAND DRIVE, SUITE 1, LAKELAND, FL, 33813
- Phone: (866) 596-9886
- Latest filing: 2026-07-02
- Regulatory AUM: $109.4M
- Discretionary AUM: $108.2M
- Non-discretionary AUM: $1.2M
- Clients: 5
- Accounts: 364

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Corporations

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Allen Ray Montgomery | PRESIDENT/CCO | — |
| MONTGOMERY ALLEN RAY | PRESIDENT/CCO | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/165359/brochure
- Similar advisers: https://search.stillhousedata.com/firm/165359/similar
- Related entities: https://search.stillhousedata.com/firm/165359/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/165359

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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.