DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

R••••• G•••• S••••••

C••••••• W••••• M••••••••• G••••• L••independent RIADunmore, Padual registrantIAPD 3180021

Feed of 09/14/2026

Also filed as Bob G•••• S••••••

At current firm

10 y

since Jul 25, 2016

In the industry

27 y

since Jun 10, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Co-Founder, Wealth Managerreportedcapstone-wealth.comfirm site, Sep 15, 2026
Founder: “Bob is co-founder of C••••••• W••••• M••••••••• G••••• L•• and has 17 years of experience working in the financial services industry.”reportedcapstone-wealth.comthe sentence on the bio page
Years, as the firm states: 17reportedcapstone-wealth.com“Bob is co-founder of C••••••• W••••• M••••••••• G••••• L•• and has 17 years of experience working in the financial services industry.”
Business email: rschultz@capstone-wealth.comreportedcapstone-wealth.comfirm site, Sep 15, 2026
Direct business phone: 570-587-7800reportedcapstone-wealth.comfirm site, Sep 15, 2026
Professional profile: capstone-wealth.com/team/robert-schultzreportedcapstone-wealth.comfirm site, Sep 15, 2026
Professional profile: linkedin.com/in/robert-schultz-a02a8313reportedcapstone-wealth.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

C••••••• W••••• M••••••••• G••••• L•• independent RIA current
since Jul 25, 2016 · Dunmore, Pa
A••••••••• F•••••••• S•••••••• L•• national BD
Feb 18, 2014 to Aug 29, 2016 · Clarks Green, Pa
P••••••••• E••••• G••••• L•• unclassified
Feb 28, 2002 to Oct 7, 2002 · Scranton, Pa

Moves

a registration end followed by a registration begin elsewhere

A••••••••• F•••••••• S•••••••• L•• to C••••••• W••••• M••••••••• G••••• L••
left Aug 29, 2016, registered Jul 25, 2016 (-35 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
P••••••••• E••••• G••••• L•• to A••••••••• F•••••••• S•••••••• L••
left Oct 7, 2002, registered Feb 18, 2014 (4152 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address