# Capstone Wealth

Capstone Wealth is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** capstonewealth.com

## Regulatory record

- **CRD number:** 130128
- **SEC file number:** 801-132460
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/130128

## About

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.

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Last updated: 2026-07-06T01:24:13.527Z

Canonical page: https://altss.com/profile/capstonewealth

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