Capstone Wealth Management Group, Inc.
Firm details
- Headquarters
- Bend, Oregon
- CRD number
- 340135
- Registered since
- February 27, 2026
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI81.48%
- Individuals18.52%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Capstone Wealth Management Group, Inc. is an independent, individually owned registered investment adviser that registered with the SEC in 2026. The firm serves mainly individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its fee schedule includes asset-based fees, hourly charges and fixed-fee engagements. The firm has an accounting business activity listed alongside its advisory practice and does not present itself as an ESG-focused manager or a capital allocator to external funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Exchange Traded Equities34%
- Cash & Cash Equivalents8%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 99Active vs passive
$179M in ETFs
91%
$162M
7%
$16.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $9M | 45,860 | 5.02% |
Location
Bend, OR
Deschutes
Location
Bend, OR
Headquartered in Bend, OR, anchoring the Bend-Prineville, OR metro in the West.
- Metro area
- Bend-Prineville, OR
- Region
- West
- County
- Deschutes
- Address
- 404 Sw Columbia St
- Time zone
- PT (UTC-8)
- Office locations
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