Capstone Wealth Management, Inc.
● SEC registered since 2025CRD 130128SEC# 801-132460Billings, MT
Reg. AUM
$354.3M
Employees
8
Accounts
508
Location
Billings, MT
Capstone Wealth Management, Inc. assets under management
Capstone Wealth Management, Inc. is an SEC-registered investment adviser based in Billings, MT. The firm has been registered since 2025. It reports $354.3 million in regulatory assets under management and employs 8 people.
Capstone Wealth Management, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Austin David Thomas | Financial Advisor & Business Development Specialist | 10-25% | 2023 |
| Mark David Thomas Control | President | 50-75% | 2003 |
| Nicole Raelynn Chakos | Financial Advisor & Marketing Officer | 10-25% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Capstone Wealth Management, Inc. manage?
Capstone Wealth Management, Inc. reports $354.3 million in regulatory assets under management on its Form ADV.
How many employees does Capstone Wealth Management, Inc. have?
Capstone Wealth Management, Inc. reports 8 employees.
Where is Capstone Wealth Management, Inc. located?
Capstone Wealth Management, Inc. is based in Billings, MT and has been SEC-registered since 2025.
Does Capstone Wealth Management, Inc. disclose fund performance?
Capstone Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1731 Poly Drive, Billings, MT 59102 |
| Phone | 406-325-1500 |
| Fax | 406-294-5150 |
| Office hours | 8:00a.m. - 4:30p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$354.3M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$354.3Mregulatory AUM
Discretionary $335.9MNon-discretionary $18.4M