RIA Intel›Advisers›Florida›CAPSTONEWEALTH, LLC

CAPSTONEWEALTH, LLC

Advisory

OXFORD, FL

Data as of Mar 20, 2026 · Source: SEC Form ADV

Rank in FL
#1,631
of 2,610 advisers by AUM
Average account
$251K
across 196 accounts
AUM per adviser
$25M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM
$49M
Discretionary %
100%
Clients
68
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$49M
Discretionary AUM$49M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients68
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

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

CPA INVESTMENT SOLUTIONS, INC.
SARASOTA, FL
$49M
IRL FINANCIAL, LLC
$49M
AVENTAIL WEALTH MANAGEMENT, LLC
WINTER HAVEN, FL
$49M
CARIBBEAN & LATIN AMERICAN SECURITIES, LLC
WESTON, FL
$49M
LATIN SECURITIES INC
MIAMI, FL
$49M
NEWELL WEALTH MANAGEMENT, LLC
WINTER GARDEN, FL
$50M

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