CAPSTONE WEALTH MANAGEMENT GROUP, LLC
SEC Form ADV profile.
Total regulatory AUM
$266,054,369
Discretionary
$218,388,828
Non-discretionary
$47,665,541
Firm details
- CRD number
- 128097
- SEC file number
- 801-66144
- Main office
- BEND, OR, United States
- Employees
- 6
- SEC status
- Approved
- Website
- HTTP://WWW.CAPSTONEWMG.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of September 2026.