CAPSTONE WEALTH MANAGEMENT GROUP, LLC
SEC Form ADV profile.
Total regulatory AUM
$356,144,460
Discretionary
$312,056,196
Non-discretionary
$44,088,264
Firm details
- CRD number
- 284547
- SEC file number
- 801-118547
- Main office
- DUNMORE, PA, United States
- Employees
- 6
- SEC status
- Approved
- Website
- HTTP://WWW.CAPSTONE-WEALTH.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.