Austin Thomas
Advisor at Capstone Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Austin Thomas is a financial advisor at Capstone Wealth with four years of industry experience. He holds a Series 65 designation and previously worked at DoorDash, Inc. and Zenreach. In addition to his advisory role, Thomas is a licensed insurance agent. Capstone Wealth Management serves individuals and high-net-worth clients, focusing on business owners, executives, and professionals planning ownership transitions or retirement. The firm employs a data-driven investment approach with an emphasis on diversified mutual funds and fixed income, and offers specialized services including 1031 exchange facilitation.
Expertise
Based on Capstone Wealth
Business ownership considerations
Business exit / sale strategy
Equity Recipients (RS/RSU, SOP, ESPP)
General retirement planning
Fee options
Financial Planning for Business Owners and Professional Executives charged $2,500 per quarter.
$0 - $249,999: 2.00% $250,000 - $499,999: 1.50% $500,000 - $999,999: 1.20% $1,000,000 - $2,499,999: 0.90% $2,500,000 - $4,999,999: 0.75% $5,000,000+: 0.55%
Commissionable insurance products may be recommended; commissions disclosed and may result in advisory fee reductions at firm's discretion.
Financial Planning Services charged at $300 per hour, negotiable.
Account minimum: $1,000,000 Minimum fee: Minimum fee of $300 for General Financial Planning Services if services are provided via phone communications. Fee-only: Financial Planning Services at $300 per hour (negotiable), minimum fee $300; Financial Planning for Business Owners and Professional Executives at $2,500 per quarter.
Location
1731 Poly Drive
Billings, MT 59102
Most active in
Austin T has reported serving >5 clients in these states in the last 12 months.
Montana · Texas
Work history
Capstone Wealth Management, Inc.
2022 - Present (4 years)
Capstone Wealth Management, Inc.
2021 - 2022 (1 year)
DoorDash, Inc.
2018 - 2021 (3 years)
Zenreach
2016 - 2018 (2 years)
Highland Capital Brokerage
2016 - 2016 (1 year)
Investacorp INC
2016 - 2016 (1 year)
Billings Flying Service
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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