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Robert Ingram

Investment adviser representative at Capstone Wealth Management in Tuscaloosa, AL

Investment adviser registrationUpdated

Robert Ingram is an investment adviser representative at Capstone Wealth Management, LLC, an investment adviser managing $416M, and works from its Tuscaloosa, AL office. Robert Ingram has been registered through Capstone Wealth Management since 4 March 2014 and has 23 years in the industry across 1 firm.

23
Years in industry
12
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 23 October 2026SEC record

Career

Robert Ingram has been an investment adviser representative at Capstone Wealth Management since March 2014, and is not listed among the firm’s executive officers or direct owners.

Capstone Wealth Management, LLC is a Tuscaloosa, AL firm with $416M under management, 219 clients and 7 advisers in one office, as of its March 2026 filing.

  1. JMF Capstone Wealth ManagementCurrent
    – present · 12 years
    Tuscaloosa, AL · Adviser representative · Firm CRD 118296
  2. Capstone Wealth Management, LLC
    – · 10 years
    Tuscaloosa, AL · Adviser representative · Firm CRD 118296

Credentials and registrations

Investment adviser representative registrations

Robert Ingram is registered as an investment adviser representative in Alabama, since March 2014.

  • AlabamaSince 4 March 2014

Examinations

No examinations are on Robert Ingram’s record.

Key facts

Full name
Robert Lanier Ingram
CRD
4504525
Firm
Capstone Wealth Management · CRD 118296
Office
2200 JACK WARNER PARKWAY, NE, SUITE 300, Tuscaloosa, AL 35401
Registration
Investment adviser registration
In the industry since
August 2003
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Robert Ingram work?

Robert Ingram is an investment adviser representative registered through Capstone Wealth Management, LLC since March 2014, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 23 October 2026

Is Robert Ingram a financial advisor?

Yes. Robert Ingram has a current investment-adviser registration in Alabama, through Capstone Wealth Management since March 2014.

Source: IAPD individual record, checked 23 October 2026

How many years of experience does Robert Ingram have?

Robert Ingram has 23 years in the financial industry, since August 2003, across 1 adviser firm.

Source: IAPD individual record, checked 23 October 2026

Where did Robert Ingram work before Capstone Wealth Management?

Before Capstone Wealth Management, Robert Ingram was registered through Capstone Wealth Management, LLC, February 2002 to September 2012.

Source: IAPD individual record, checked 23 October 2026

Where is Robert Ingram based?

Robert Ingram’s registered office is in Tuscaloosa, AL.

Source: IAPD individual record, checked 23 October 2026

Is Robert Ingram registered with FINRA?

No. Robert Ingram has no current broker registration.

Source: IAPD individual record, checked 23 October 2026

How can I verify Robert Ingram’s record?

Search CRD 4504525 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Ingram’s full registration record.

Source: IAPD individual record, checked 23 October 2026

Leadership at Capstone Wealth Management

Sources

  1. IAPD individual record, CRD 4504525, checked 23 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Capstone Wealth Management, LLC, filed 12 March 2026. Executive officers and direct owners; this person is not among them.
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