Capstone Wealth Management Corp.

Capstone Wealth Management Corp. is a registered investment adviser established in 2012, based in Lakeland, FL. The firm manages over $90 million in assets on a discretionary basis. They offer investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. Their services include continuous personal consultation to identify investment goals, risk tolerance, and create customized portfolios. Investment strategies may include long-term buy and hold or short-term trading. Clients have the opportunity to place restrictions on investments. The firm may offer sub-adviser management services and financial planning for an additional fee. Capstone charges annual fees based on a percentage of assets under management, with fees negotiable based on the level of assets and investment objectives. The firm acts as a fiduciary and does not participate in wrap fee programs. Clients receive regular account statements from custodians and may request periodic financial reviews. Capstone does not vote proxies on behalf of clients and does not provide financial information due to their financial stability. The firm has a Code of Ethics in place and does not have any disciplinary events to report. Promoters may receive compensation for referrals, and the firm may enter into sub-advisory agreements with other registered investment advisers.