CAPSTONE WEALTH MANAGEMENT GROUP, LLC

Overview

Capstone Wealth Management Group, LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management services. SEC-registered in 2006 and owned by an individual principal, the firm acts as a capital allocator and offers advisory services that include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM, hourly, and fixed-fee options. Investment activity centers on equity-first portfolios implemented through exchange-traded vehicles and separate account structures. The firm is not an active ESG investor and it places emphasis on manager selection when allocating to third-party alternative strategies. Custody and operational plumbing run largely through a single custodian relationship, which shapes trade execution and reporting.

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Location & Offices