Capstone Wealth Management Group, LLC
Firm details
- Headquarters
- Bend, Oregon
- CRD number
- 128097
- Registered since
- February 1, 2006
- Website
- www.capstonewmg.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.01%
- Individuals21.99%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Capstone Wealth Management Group, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2006. The firm is owned by an individual and focuses on serving individual and family clients. Its advisory menu lists financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Capstone operates as a capital allocator and charges clients through a mix of asset-based fees, hourly charges, and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities71%
- Public Funds/Mutual Funds21%
- Cash & Cash Equivalents8%
- Other2%
- US Government Bonds1%
Owners & executives
1 of 1
Kevin Serrapede
Chief Compliance Officer & Investment AdvisorCRD 2074389
Contacts
1 of 1
James Conrads
PrincipalCRD 4522725
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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