CAPSTONE WEALTH MANAGEMENT GROUP, INC.
Firm details
- Headquarters
- BEND, Oregon
- CRD number
- 340135
- Registered since
- February 27, 2026
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Capstone Wealth Management Group, Inc. is a corporate advisory firm that registered with the SEC in 2026 and is owned by an individual. The firm is newly formed and classified as unclassified in the available records. Its stated business activity is accounting, and its advisory services are limited to financial planning and portfolio management for individuals and small businesses. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee options. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant or related adviser; it is also not listed as a capital allocator.
Assets & Accounts
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
Contacts
3 of 6DEVON GAINES
OwnerCRD 5274324
Tiffany Forste
Investment Advisor AssistantCRD 7523398
RONALD STONER
Investment Advisor RepresentativeCRD 5221478
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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