CAPSTONE WEALTH MANAGEMENT GROUP, INC.
SEC Form ADV profile.
Total regulatory AUM
$243,000,000
Discretionary
$238,000,000
Non-discretionary
$5,000,000
Firm details
- CRD number
- 340135
- SEC file number
- 801-135432
- Main office
- BEND, OR, United States
- Employees
- 5
- SEC status
- Approved
- Website
- https://www.capstonewmg.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.