RIA Intel›Advisers›California›CAPSTONE WEALTH MANAGEMENT, INC

CAPSTONE WEALTH MANAGEMENT, INC

Advisory

SANTA ANA, CA

Data as of Jun 10, 2026 · Source: SEC Form ADV

Rank in CA

#3,832

of 5,480 advisers by AUM

Average account

$160K

across 213 accounts

AUM per adviser

$34M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 10, 2026.

Total AUM

$34M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$34M

Discretionary AUM$34M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients213

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

213 clients

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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CONCENTRIC CAPITAL LLC

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$34M

JEANCO FINANCIAL,INC

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