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Chief Compliance Officer · Capstone Wealth

Thomas M. Webber

CRD 5863004 · 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 Thomas M. Webber on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

  • Capstone WealthChief Compliance OfficerWealth manager · Billings, MT · $354M in regulatory assets

AtlasMembers

Thomas’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

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