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Thomas Macfarland Webber

Investment adviser representative at Capstone Wealth
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$354.3MFirm assets

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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

16 years in the industry.

  1. Capstone WealthJan 2017 to now
  2. Capstone Wealth Management, Inc.Dec 2016 to now
  3. Pruco Securities LLCNov 2010 to Dec 2016
  4. The Prudential Insurance Company of AmericaNov 2010 to Dec 2016

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2010
  • Series 65 · Uniform Investment Adviser Law2014

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
5863004
Firm CRD
130128
Advisor's SEC record (opens in a new tab)
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