Capstone Wealth

Overview

Capstone Wealth is an SEC registered investment adviser based in Billings, MT, registered since 2012. It reports $354M in assets under management across 508 accounts, with 8 employees. It has 6 investment adviser representatives.

Reported AUM

$354M

Discretionary

95%

Accounts

508

Average account

$697K

Employees

8

Advisory reps

6

Registered since

2012

Jurisdictions

5

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 4

• Mark David Thomas President CRD 1647158
• Thomas Macfarland Webber Chief Compliance Officer CRD 5863004
• Austin David Thomas Operations Officer CRD 6649981

1 more executive officer, with direct contact details

Advisory reps 3 of 6

• Nicole Raelynn Chakos Investment Adviser Rep CRD 7702029
• Josiah David Jagoda Investment Adviser Rep CRD 8248611
• Marcene Piper Skillen-Robison Investment Adviser Rep CRD 8247447

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1731 Poly Dr
Billings, MT 59102

County

Yellowstone

Metro area

Billings, MT

Region

West

Registrations

• SEC registered
• Registered in 5 jurisdictions
• Website: capstoneretire.com

Every state, with registration dates

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