CAPSTONE WEALTH MANAGEMENT CORP.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Florida, United States

Employees

Total Number of Employees	5
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	3
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	1

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	328	$88.4M
Non-Discretionary	1	$2.4M
Total	329	$90.8M

Clients

Type	Number	RAUM
Individuals	308	$49.6M
HNW Individuals	23	$38.8M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$1.0M
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	<5	$1.3M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPublication of periodicals or newslettersEducational seminars/workshops
Compensation	% of AUMFixed feesPerformance-based fees

Identifiers

SEC RIA File Number	801-121346
SEC ERA File Number	801-121346
SEC CIK Numbers	None
SEC CRD Numbers	165359
Legal Entity Identifier	None

Principal Office

5120 S. LAKELAND DRIVE
SUITE 1
LAKELAND
FL
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic