CAPSTONE WEALTH MANAGEMENT GROUP, LLC

Company Profile

As of Date 04/16/2026
ADV Location United States, OR / United States, PA
Websites
AUM* 622,198,829 19%
of that, discretionary 530,445,024 11%
Number of Employees 12 9%
of those in investment advisory functions 9 13%
Private Fund GAV* 0
Avg Account Size 274,701 17%
High Net Worth 20.00% 7%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

530M 455M 379M 303M 227M 152M 76M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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