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CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CRD 128097 · SEC 801-66144
404 SW COLUMBIA ST., SUITE 230, BEND, OR, 97702-3453, United States
Phone
541-330-0266
Fax
541-330-0254
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$266.1M
Discretionary AUM
$218.4M
Team
6 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 212 | $58.5M |
| High net worth individuals | 83 | $207.6M |
States served
CA, CO, NM, NY, OH, OR, TX, NH
All web addresses on file
Official SEC filing: View on IAPD