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Capstone Wealth
CAPSTONEWEALTH is an SEC-registered investment adviser in BILLINGS, MT, registered since 2025. The firm manages $354 million in assets and $336 million on a...
Capstone Wealth
CAPSTONEWEALTH is an SEC-registered investment adviser in BILLINGS, MT, registered since 2025. The firm manages $354 million in assets and $336 million on a discretionary basis. It has 8 employees and 4 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Frequently asked questions
What is Capstone Wealth?
Capstone Wealth is a multi family office based in United States.
Where is Capstone Wealth headquartered?
Capstone Wealth is headquartered in United States, in the North America region.
What does Altss track for Capstone Wealth?
Altss maintains an OSINT-verified profile of Capstone Wealth covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Capstone Wealth's website?
Capstone Wealth's public website is capstonewealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Capstone Wealth?
Capstone Wealth is classified by Altss as a Multi Family Office, operating from United States within the North America region.
How does Altss source intelligence on Capstone Wealth?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Capstone Wealth's Altss profile last updated?
Capstone Wealth's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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