Capstone Wealth Management

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

291

Total plan assets

$14.1M

Filings (rows)

Direct comp

$88K

Indirect comp

Showing only "CAPSTONE WEALTH MANAGEMENT"

View all 3 variants aggregated →

CAPSTONE WEALTH ADVISORS4 CAPSTONE WEALTH MANAGEMENT3 CAPSTONE WEALTH MANAGEMENT GROUP L3

SERVICES PROVIDED

Advisor / Consultant2

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Shiptons Big R, Inc. Shipton's Big R, Inc. Montana Profit Sharing Plan · all filings	BILLINGS, MT	Advisor / Consultant	108	$5.8M	$25K	$0
Shiptons Big R, Inc. Shipton's Big R, Inc. Montana Profit Sharing Plan · all filings	BILLINGS, MT	Advisor / Consultant	96	$5.3M	$46K	$0
Industrial Construction Services and Design, Inc. Industrial Construction Services and Design, Inc. 401(k) Plan · all filings	LAKE WINOLA, PA	Other service providers	87	$3.1M	$17K	$0