SEC Form ADV

CAPSTONE WEALTH MANAGEMENT GROUP, INC.

Firm profile: Capstone Wealth Management Group — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserOR

$243.0M

Assets Under Management

Employees

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Registration Details

Accession: crd-340135
Location: BEND, OR
Filing Date: July 9, 2026
AUM: $243.0M
Employees: 5
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

CAPSTONE WEALTH MANAGEMENT GROUP, INC. is a registered investment adviser headquartered in BEND, OR, managing approximately $243.0M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.

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