Advisor at JMF Capstone Wealth Management
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.
Firm
JMF Capstone Wealth Management
Location
Tuscaloosa, AL 35401
Credentials
Series 65, Series 66
Industry experience
5 years
David Berney is a financial advisor at JMF Capstone Wealth Management in Tuscaloosa, AL, holding Series 65 and Series 66 licenses with five years of industry experience. His prior roles include positions at Stangier Wealth Management and Summit Funding, as well as work outside finance at the Springfield Police Department and 541 Cryo and Laser. JMF Capstone Wealth Management serves a diverse client base including individuals, retirement plans, trusts, and businesses, providing discretionary investment management and financial planning. The firm employs diversified, long-term portfolios primarily through passive and evidence-based funds, leveraging affiliated accounting and pension consulting resources to integrate advisory and planning services.
Based on JMF Capstone Wealth Management
Based on JMF Capstone Wealth Management
$0 - $500,000: 1.25% $500,000 - $1,000,000: 0.90% $1,000,000 - $2,000,000: 0.70% $2,000,000 - $3,000,000: 0.50% $3,000,000 - $5,000,000: 0.40% $5,000,000+: 0.35%
Minimum fee: $5,000 minimum annual fee Fee-only: Investment management fees as described; no commissions
2200 Jack Warner Parkway, Ne, Suite 300
Tuscaloosa, AL 35401
Alabama · Texas
JMF Capstone Wealth Management
2024 - Present (2 years)
UnEmployed
2023 - 2024 (1 year)
Stangier Wealth Management
2021 - 2023 (2 years)
Unemployed
2021 - 2021 (1 year)
Summit Funding
2020 - 2021 (1 year)
Springfield Police Department
2018 - 2020 (2 years)
541 Cryo and Laser
2017 - 2018 (1 year)
Marist High School
2017 - 2018 (1 year)
Unemployed
2017 - 2017 (1 year)
ReNewAll LLC
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Northport, AL
364 Investing, LLC
Series 66
Tuscaloosa, AL
Canterbury Capital Wealth Management, LLC
Series 66
Tuscaloosa, AL
Canterbury Capital Wealth Management, LLC
Series 63
Tuscaloosa, AL
Financial Economics Consulting Group, Inc.
CFP®, CFA®, Series 63
Tuscaloosa, AL
Financial Economics Consulting Group, Inc.
CFP®
Tuscaloosa, AL
JMF Capstone Wealth Management
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