{
  "crd_number": 328380,
  "slug": "capstonewealth-oxford-fl-328380",
  "primary_business_name": "CAPSTONEWEALTH",
  "legal_name": "CAPSTONEWEALTH, LLC",
  "dbas": [],
  "city": "Oxford",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "48680",
  "metro": {
    "cbsa_code": "48680",
    "common_name": "Wildwood",
    "msa_name": "Wildwood-The Villages, FL",
    "path": "/advisors/fl/wildwood"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2024-05-24",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-20",
  "carried_forward": false,
  "raum_total": 49249345.0,
  "raum_discretionary": 49249345.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 49249345.0,
      "count": 68
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://facebook.com/CAPSTONEWEALTH1",
    "https://instagram.com/mycapstonewealth",
    "https://mycapstonewealth.com",
    "https://youtube.com/@CAPTSONEWEALTH-Kt9xr"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328380",
  "disclosure_items": [
    {
      "item": "11.D(3)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?"
    }
  ],
  "city_as_filed": "OXFORD",
  "url": "https://advisorcensus.com/firm/capstonewealth-oxford-fl-328380",
  "display_name": "Capstonewealth",
  "summary": "Capstonewealth is a state-registered investment advisory firm in Oxford, FL, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.",
  "citation": "AdvisorCensus. Capstonewealth (CRD 328380): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Capstonewealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Capstonewealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Capstonewealth located?",
      "a": "Capstonewealth's principal office is in Oxford, FL, according to its Form ADV."
    },
    {
      "q": "Is Capstonewealth registered with the SEC or a state?",
      "a": "Capstonewealth is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 328380."
    },
    {
      "q": "How much does Capstonewealth manage?",
      "a": "Capstonewealth reports $49,249,345 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Capstonewealth serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (68)."
    },
    {
      "q": "Does Capstonewealth report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(3) (another regulator's finding of causing a business's authorization to be denied, suspended, revoked, or restricted). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328380"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/capstonewealth-oxford-fl-328380.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 68,
      "fewer_than_5": false,
      "raum": 49249345.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328380",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}