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Managing Member · JMF Capstone Wealth Management

Scott A Goldsmith

CRD 6194474 · Named on Form ADV at one SEC-registered adviser

At a glance

JMF Capstone Wealth Management, an SEC-registered wealth manager based in Tuscaloosa, AL with $416 million in regulatory assets, lists Scott A Goldsmith on its Form ADV as Managing Member, a control person.

Firms and roles

AtlasMembers

Scott’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
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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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

  • Joel W. LakeChief Compliance Officer, JMF Capstone Wealth Management

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Scott’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.