Zachariah Kline has been an investment adviser representative at Capstone Wealth Management since July 2026, and is not listed among the firm’s executive officers or direct owners.
Capstone Wealth Management Corp. is a Lakeland, FL firm with $109M under management, 288 clients and 3 advisers across 2 offices, as of its July 2026 filing.
Zachariah Kline is Advisor & Portfolio Manager of Capstone Wealth Management. A U.S. Army veteran, he spent nearly five years as a senior analytics and data engineer in corporate finance before transitioning to helping individuals and families build and preserve their wealth.
- – present · under a yearSan Jose, CA · Adviser representative · Firm CRD 165359
Investment adviser representative registrations
Zachariah Kline is registered as an investment adviser representative in California, since July 2026.
- CaliforniaSince 14 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 June 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Zachariah David Kline
- CRD
- 8302073
- Firm
- Capstone Wealth Management · CRD 165359
- Office
- San Jose, CA
- Registration
- Investment adviser registration
- In the industry since
- July 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- careformywealth.com
Where does Zachariah Kline work?
Zachariah Kline is an investment adviser representative registered through Capstone Wealth Management Corp. since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Zachariah Kline a financial advisor?
Yes. Zachariah Kline has a current investment-adviser registration in California, through Capstone Wealth Management since July 2026.
How many years of experience does Zachariah Kline have?
Zachariah Kline has 0 years in the financial industry, since July 2026, across 1 adviser firm.
What exams has Zachariah Kline passed?
Zachariah Kline passed the Series 65 in June 2026.
Where is Zachariah Kline based?
Zachariah Kline’s registered office is in San Jose, CA.
Is Zachariah Kline registered with FINRA?
No. Zachariah Kline has no current broker registration.
How can I verify Zachariah Kline’s record?
Search CRD 8302073 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zachariah Kline’s full registration record.
