Capstone Wealth Management Corp.

Capstone Wealth Management Corp. (CRD# 165359) is a financial advisory firm headquartered in Lakeland, FL. They manage $69,137,671 in 531 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    531
    ACCOUNTS
  • Average Account Value
    $130,203
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, WI

Financial Advisors at Capstone Wealth Management Corp.
Showing 1 - 3 of 3 top financial advisors.
1
Jonathan T. Stump
CRD#: 5544464
411 E. Orange Street, Suite 200, Lakeland, FL 33801
89
Wealthminder
score

Jonathan Stump (CRD# 5544464) is an Investment Advisor Representative working at Capstone Wealth Management Corp. in Lakeland, FL and has over 3 years of experience in the finance industry.

2
Chris Kline
CRD#: 2597293
2000 Prairie Street, 1st Floor (mailbox 210), Prairie Du Sac, WI 53578
70
Wealthminder
score

Chris Kline (CRD# 2597293) is an Investment Advisor Representative working at Capstone Wealth Management Corp. in Prairie Du Sac, WI and has over 21 years of experience in the finance industry.  Chris is also a Certified Retirement FInancial Advisor.

3
Allen R. Montgomery
CRD#: 1101356
411 E. Orange Street, Suite 200, Lakeland, FL 33801
63
Wealthminder
score

Allen Montgomery (CRD# 1101356) is an Investment Advisor Representative working at Capstone Wealth Management Corp. in Lakeland, FL and has over 29 years of experience in the finance industry.

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