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CAPSTONE WEALTH MANAGEMENT GROUP, INC.
CRD 340135 · SEC 801-135432
404 SW COLUMBIA STREET, SUITE 230, BEND, OR, 97702, United States
Phone
541.330.0266
Fax
541-330-0254
Registration
Registered (APPROVED-120)
Source
SEC registered
Total AUM
$0
Discretionary AUM
$0
Team
6 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
States served
CA, CO, NM, NY, OH, OR, TX, NH
All web addresses on file
Official SEC filing: View on IAPD