Mark David Thomas
Investment adviser representative at Capstone Wealth
20 yearsExperience
2 statesRegistered in
$354.3MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Capstone Wealth Management, Inc.Mar 2006 to now
- Capstone WealthMar 2004 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (MT, TX).
Capstone Wealth
Legal name: Capstone Wealth Management, Inc.
$354.3MAssets managed
169Clients
6Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1647158
- Firm CRD
- 130128