Austin David Thomas
Investment adviser representative at Capstone Wealth
10 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
10 years in the industry.
- Capstone WealthMar 2022 to now
- Capstone Wealth Management, Inc.Sep 2021 to now
- Doordash, Inc.Mar 2018 to Aug 2021
- ZenreachNov 2016 to Feb 2018
- Highland Capital BrokerageJun 2016 to Nov 2016
- Investacorp IncJun 2016 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 6649981
- Firm CRD
- 130128