Capstone Private Wealth

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

418

Total plan assets

$17.4M

Filings (rows)

Direct comp

$22K

Indirect comp

SERVICES PROVIDED

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Priority One Services, Inc. Priority One Services, Inc. Retirement Plan · all filings	ALEXANDRIA, VA	Other service providers	418	$17.4M	$22K	$0