DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||
|---|---|---|---|---|---|---|
CAPSTONE WEALTH Registered adviser · RIA / Wealth · matched CAPSTONE WEALTH MANAGEMENT, INC. · 801-132460 | BILLINGS, | $354M | 6 | 2012 | ||
| DUNMORE, | $356M | 6 | 2016 | |||
| BEND, | $243M | 5 | 2026 | |||
| LAKELAND, | $109M | 4 | 2021 | |||
| BEND, | $266M | 2011 | ||||
| SALEM, | $102M | 2 | 2017 | |||
JMF CAPSTONE WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched CAPSTONE WEALTH MANAGEMENT, LLC · 801-107846 | TUSCALOOSA, | $416M | 7 | 2012 | ||
CAPSTONE WEALTH PARTNERS Registered adviser · RIA / Wealth · matched CAPSTONE WEALTH PARTNERS, LTD. · 801-135646 | DUBLIN, | $115M | 3 | 2026 | ||
| NEW YORK, | $145M | 2012 | ||||
| INDIANPOLIS, | $36.8M | 4 | 2012 | |||
| SANTA ANA, | $34.1M | 2026 | ||||
| ANDALUSIA, | $13.2M | 2026 |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.