JC
JMF CAPSTONE WEALTH MANAGEMENT
SEC RegisteredTUSCALOOSA, ALhttps://jmfcapstone.com205-345-8440
Assets Under Management
$100M–$500M
Employees
8
Office Locations
1 office
Total Accounts
540
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 107 | $31M |
| High Net Worth Individuals | 107 | $378M |
0 total clients reported on Form ADV.
Leadership
Llc Jmf Wealth Management
MEMBER
Joel William Lake
CHIEF COMPLIANCE OFFICER
Scott A Goldsmith
MANAGING MEMBER
Office locations
1 office in 1 state
AL
TUSCALOOSAHQ
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
CRD number
#118296
SEC Number
801-107846
Disciplinary History
No
Fee Model & Minimums
Model: AUM
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.25% |
| Next $500,000 | 0.90% |
| Next $1,000,000 | 0.70% |
| Next $1,000,000 | 0.50% |
| Next $2,000,000 | 0.40% |
| On all amounts thereafter | 0.35% |
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
jmfcapstone.comPhone
205-345-8440Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. JMF CAPSTONE WEALTH MANAGEMENT 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 the SEC or FINRA websites before making any decision.