Scott Goldsmith is a control person of Capstone Wealth Management and directly owns under 5% of it.
Capstone Wealth Management is an investment adviser based in Tuscaloosa, AL, registered with the SEC since 2016. It provides investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $416 million, as filed on 12 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 6194474
- Firm
- Capstone Wealth Management · CRD 118296
- Role
- Managing Member
- In role since
- January 2018 · 8 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Tuscaloosa, AL
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Scott Goldsmith work?
Scott Goldsmith has been Managing Member of Capstone Wealth Management, LLC since January 2018, and is a control person of the firm.
How can I verify Scott Goldsmith’s record?
Scott Goldsmith’s role is listed on Capstone Wealth Management, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 118296.