Robert Lanier Ingram Jr.
Investment Adviser Representative at JMF Capstone Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Robert Lanier Ingram Jr. is an investment adviser representative with JMF Capstone Wealth Management in Tuscaloosa, AL, where they have been registered since 2014. They have worked in the securities industry since 2003 and were previously registered with Capstone Wealth Management, LLC. They are registered to provide investment advice in Alabama.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Alabama
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Jamisonmoneyfarmer PCJan 2014 – no end date reportedTuscaloosa, AL
- JMF Capstone Wealth ManagementFeb 2014 – no end date reportedTuscaloosa, AL
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About JMF Capstone Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- First $500,0001.25%
- Next $500,0000.90%
- Next $1,000,0000.70%
- Next $1,000,0000.50%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment management with an academic-based strategy, tax planning, insurance review, and estate planning guidance.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Tuscaloosa, AL
- SEC file number:
- 801-107846
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 12, 2026
View full firm profileOther advisors at JMF Capstone Wealth Management
6 other advisors in the directory
Similar advisors in Tuscaloosa, AL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Lanier Ingram Jr. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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