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JMF Capstone Wealth Management
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JMF Capstone Wealth Management Share
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Tuscaloosa, Alabama
$174.5 million AUM
1 office

JMF Capstone Wealth Management is based in Tuscaloosa, Alabama and has $174.5 million in assets under management.

Location
2200 Jack Warner Parkway, NE
Suite 300
Tuscaloosa, AL 35401
$174.5 million
AUM
6
Employees
AUM Share
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$174,479,233
Assets under management
359 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 105 $37,377,436 21% $355,976
High net worth individuals 49 $115,348,004 66% $2,354,041
Pension and profit sharing plans 3 $18,808,253 11% $6,269,418
Charitable organizations 4 $1,148,427 1% $287,107
Other corporations or businesses 3 $1,797,113 1% $599,038
Employees Share
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6
Employees
6
Investment analysts
100% of total employees
AUM per employee Share
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$174,479,233
Assets under management
$29,079,872
AUM per employee
$29,079,872
AUM per investment analyst
About Share
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Compensation

JMF Capstone Wealth Management makes money through the following ways:

  • Percentage of AUM
Services offered

JMF Capstone Wealth Management provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
Firm data Share
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CRD number 118,296
SEC number 801-107846
Legal structure Limited Liability Company
Legal governance Alabama, United States
Latest ADV filing date March 11, 2020

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