This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$109MItem 5.F on the latest filing (2026-07-02); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$108M

Private client RAUM

$108MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$27.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

3

Offices

1Schedule D 1.F, beyond the principal office

Accounts

364

Individual clients

262

High net worth clients

24

SEC number

801-121346

CRD

165359

Filings on the tape

9

First filed

Apr 29, 2021

Latest filed

Jul 2, 2026

Organised

Corporation, FL

Website

careformywealth.com

• Occurred

  Apr 29, 2021
  First Form ADV filing

  Capstone Wealth Management Corp. filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:115f2fc9-a0db-0d82-5b2b-221286cee2de

First observed

Apr 29, 2021

Last observed

Jul 2, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.