JMF CAPSTONE WEALTH MANAGEMENT is a Tuscaloosa, Alabama based financial advisory firm with nearly $321,732,900 in assets under management and provides investment advisory services for 460 clients. There are currently 7 financial advisors at the firm.
General Information |
| Firm CRD#: | 118296 | |
| SEC#: | 801-107846 | |
| Assets under Management: | $321,732,900 | |
| No. of Clients: | 460 | |
| No. of Advisors: | 7 | |
| Advisory Services Provided: | Portfolio Management for Individuals, Portfolio Management for Business, Pension Consulting Services, Selection of Other Advisors | |
| Fee Structure: | A Percentage of AUM |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| BRIDGEWORTH WEALTH MANAGEMENT | 164100 | 801-76956 | 5489 | 60 | $2,016,498,230 |
| NBC SECURITIES, INC. | 17870 | 801-58257 | 5228 | 95 | $1,383,786,365 |
| EVERSOURCE WEALTH ADVISORS, LLC | 286340 | 801-119192 | 4774 | 40 | $1,807,761,235 |
| SOUTHERN FINANCIAL GROUP, LLC | 142644 | 801-67489 | 2389 | 8 | $741,138,703 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 107890 | 801-14752 | 2366 | 29 | $2,136,355,120 |
| ONEASCENT WEALTH MANAGEMENT | 308057 | 801-118682 | 2357 | 37 | $470,673,074 |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 116091 | 801-61445 | 2188 | 17 | $1,282,407,140 |
| CAPSOUTH WEALTH MANAGEMENT | 132517 | 801-63509 | 1679 | 22 | $661,007,213 |
| SUNBURST FINANCIAL GROUP, LLC | 283605 | 801-107720 | 1656 | 10 | $499,964,012 |
| MELD FINANCIAL, INC. | 118896 | 801-62981 | 1547 | 13 | $512,276,768 |
| BHK INVESTMENT ADVISORS | 140515 | 801-66669 | 767 | 9 | $574,165,874 |
| SMITH THORNTON ADVISORS, LLC | 312537 | 801-120351 | 697 | 7 | $663,170,861 |
| PARK PLACE CAPITAL CORPORATION | 107952 | 801-32593 | 397 | 11 | $854,401,251 |
| PORTER WHITE INVESTMENT ADVISORS, INC. | 110876 | 801-48755 | 285 | 9 | $640,659,372 |
| ANDERSON GROWTH PARTNERS, LLC | 138600 | 801-65663 | 43 | 10 | $743,800,530 |