Capstone Wealth Management Corp.

Capstone Wealth Management Corp. provides portfolio management and financial planning to individuals — including high net worth clients — as well as pension and profit‑sharing plans, charitable organizations, and corporations. The firm manages accounts on both discretionary and non‑discretionary bases and also serves as a sub‑adviser to other registered investment advisers.

CWM’s investment process begins with an asset allocation framework that emphasizes a growth component and uses tactical asset allocation driven by monetary measurements, relative valuations, and investor sentiment; individual security selection emphasizes earnings and earnings estimates. Portfolios may include individual stocks and bonds, mutual funds, ETFs, real estate and oil and gas interests, and the firm discloses it may employ both long‑term buy‑and‑hold and shorter‑term trading or margin strategies depending on client objectives.

The firm’s fee structure includes atypical features for a supported firm: CWM may negotiate performance‑based fees with qualified clients (disclosing a performance fee of up to 20% of net gains in client‑specific arrangements) and provides sub‑advisory management to other advisers, which creates side‑by‑side management considerations the firm says it addresses with internal policies. Recent material disclosures in the brochure note the migration of TD Ameritrade accounts to Schwab, the addition of Nationwide as a custodian, and that the firm is applying for SEC registration; CWM also notes it may be deemed to have custody when fees are deducted or when standing letters of authorization are used.