Allocator Index · CRD 130128

CAPSTONE WEALTH

Billings, MT · 406-325-1500 · capstoneretire.com

SEC IAPD record ↗

Fit score

54

  • aum $250M-$3.0B+22
  • hnw>=75+16
  • hnw_majority+8
  • employees 3-60+8

HNW clients

84

Other individuals

75

HNW assets

$285.3M

Total AUM

$354.3M

Employees

8

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.