# Capstonewealth

> 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.

- CRD: 328380
- Filed as: CAPSTONEWEALTH
- Legal name: Capstonewealth, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Oxford, FL
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328380
- AdvisorCensus page: https://advisorcensus.com/firm/capstonewealth-oxford-fl-328380

## Quick answers

**How is Capstonewealth compensated?**
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).

**Where is Capstonewealth located?**
Capstonewealth's principal office is in Oxford, FL, according to its Form ADV.

**Is Capstonewealth registered with the SEC or a state?**
Capstonewealth is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 328380.

**How much does Capstonewealth manage?**
Capstonewealth reports $49,249,345 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**What types of clients does Capstonewealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (68).

**Does Capstonewealth report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $49,249,345
- Discretionary: $49,249,345
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 68 | $49,249,345 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(3): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328380

### Websites listed on Form ADV (Item 1.I)
- mycapstonewealth.com
- Facebook @CAPSTONEWEALTH1
- Instagram @mycapstonewealth
- YouTube @CAPTSONEWEALTH-Kt9xr

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capstonewealth (CRD 328380): Form ADV filing data as of October 2026.