CAPSTONEWEALTH

CAPSTONEWEALTH of OXFORD, FL is an SEC-registered investment adviser (CRD 328380). Regulatory assets under management: $49.2M.

Registration

• CRD: 328380
• Type: Registered investment adviser
• Location: 11031 US-301 N, OXFORD, FL, 34484
• Phone: (352) 850-7392
• Latest filing: 2026-03-20
• Regulatory AUM: $49.2M
• Discretionary AUM: $49.2M
• Clients: 2
• Accounts: 196

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328380 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search