Financial Advisor & Business Development Specialist · Capstone Wealth
Austin D. Thomas
CRD 6649981 · Named on Form ADV at one SEC-registered adviser
At a glance
Capstone Wealth, an SEC-registered wealth manager based in Billings, MT with $354 million in regulatory assets, lists Austin D. Thomas on its Form ADV as Financial Advisor & Business Development Specialist.
Firms and roles
- Capstone WealthFinancial Advisor & Business Development SpecialistWealth manager · Billings, MT · $354M in regulatory assets
AtlasMembers
Austin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Mark D. ThomasPresident, Capstone Wealth
- Thomas M. WebberChief Compliance Officer, Capstone Wealth
- Nicole R. ChakosFinancial Advisor & Marketing Officer, Capstone Wealth
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Austin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.