# Capstone Wealth Management

Capstone Wealth Management is a Bank / Wealth / Trust based in Bend, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Bend, United States
- **Region:** North America
- **Address:** Lakeland, FL, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** careformywealth.com

## Regulatory record

- **CRD number:** 340135
- **SEC file number:** 801-118547
- **Registration status:** APPROVED-120
- **Latest Form ADV filing:** 2026-05-12T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/340135

## About

Capstone Wealth Management was established in 2012 and is based in Lakeland, Florida. The firm operates as a registered investment advisor, providing financial planning and investment management services to individuals, corporations, and charitable organizations. Its advisory services are delivered through Capstone Wealth Management Corp, a corporate structure that distinguishes it from the typical partnership model common among independent RIAs. The firm's investment approach centers on asset management and comprehensive financial planning, though specific asset-class allocations, portfolio construction methodologies, and performance benchmarks remain undisclosed in public filings. Capstone Wealth Management serves a client base spanning individual retail investors, corporate entities, and non-profit organizations from its single location in central Florida. No direct investments, co-investments, or fund commitments have been publicly reported. Team size and total assets under management are not publicly reported. The firm maintains no additional offices beyond its Lakeland headquarters. No adjacent vehicles — such as philanthropic foundations, real-asset arms, or club memberships — have been publicly disclosed. September 2023: No verifiable, dated operational events were identified from publicly available records in the past 24 months. Capstone Wealth Management's corporate structure — operating advisory services through a corporation rather than a limited liability company or partnership — is a structural distinction within the RIA landscape. This architecture may reflect succession planning, liability considerations, or a preference for corporate governance conventions over partnership-style profit sharing, though the specific rationale has not been publicly articulated.

## Questions

### What services does Capstone Wealth Management provide?

Capstone Wealth Management provides financial planning and investment management services to individuals, corporations, and charitable organizations. The firm operates through Capstone Wealth Management Corp, delivering advisory services that encompass asset management and broader financial planning. Specific service tiers, minimum account sizes, or fee schedules are not publicly disclosed.

### Does Capstone Wealth Management disclose its assets under management?

No. Capstone Wealth Management does not publicly disclose its assets under management. As a privately held registered investment advisor, the firm is not required to publish AUM figures, and no external publication or regulatory filing has reported a specific AUM number for the firm.

### What investment strategies or asset classes does Capstone Wealth Management employ?

Specific investment strategies, asset-class allocations, and portfolio construction methodologies have not been publicly disclosed by the firm. No direct investments, fund commitments, or co-investment positions have been reported. The absence of public strategy documentation limits visibility into whether the firm favors active or passive management, in-house portfolio construction, or third-party manager selection.

## Related profiles

- [Capstone Wealth Advisors](https://altss.com/profile/capstone-wealth-advisors)
- [Capstone Wealth Management Group](https://altss.com/profile/capstone-wealth-management-group)

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Last updated: 2026-06-03T20:00:00.000Z

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