Capstone Wealth Management, LLC
Capstone Wealth Management, LLC is a registered investment adviser headquartered in Tuscaloosa, Alabama. Founded in Alabama and incorporated there, the firm primarily offers wealth management and financial planning services to individuals, especially high net worth clients, as well as charitable organizations, pension plans, and businesses. As of 2025, Capstone manages approximately $362.7 million in assets and employs 8 people, focusing on discretionary and non-discretionary investment management and personalized financial planning. Capstone Wealth Management, LLC operates with a fiduciary standard, always placing client interests first.
Investment Strategy
Capstone Wealth Management primarily provides personalized discretionary and non-discretionary investment management services. The process involves an in-depth fact-finding exercise to determine client needs, formulating investment objectives, developing a tailored investment policy, and establishing target asset allocations. The firm manages investment portfolios according to each client's circumstances, goals, and risk tolerance, seeking diversification across equity and fixed income investments, and periodically rebalancing to align with objectives. The focus is on long-term growth and individualized strategies rather than speculative trading.
Top Holdings
Equity Positions (50)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BSVO | EA SERIES TRUST | 12.27% | $15.9M | 703,770 | $21.49 | $22.65 | +$2.4M |
D DFAC | DIMENSIONAL ETF TRUST | 11.64% | $15.1M | 392,156 | $34.59 | $38.57 | +$1.1M |
D DFUS | DIMENSIONAL ETF TRUST | 11.06% | $14.4M | 198,407 | $65.47 | $72.44 | +$3.0M |
D DFIV | DIMENSIONAL ETF TRUST | 9.47% | $12.3M | 266,765 | $35.65 | $46.12 | +$1.1M |
D DFAT | DIMENSIONAL ETF TRUST | 9.25% | $12.0M | 206,350 | $55.66 | $58.21 | +$888.1K |