CAPSTONE WEALTH MANAGEMENT GROUP, LLC
Firm details
- Headquarters
- DUNMORE, Pennsylvania
- CRD number
- 284547
- Registered since
- April 27, 2020
- Website
- www.capstone-wealth.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.4%
- Individuals31.65%
- Charitable Organizations0.78%
- Corporations / Businesses0.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Capstone Wealth Management Group, LLC is an SEC-registered wealth advisory firm formed as an LLC and registered in 2020. It is owned by an individual and positions itself as a capital allocator serving individual and family clients. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and offers a suite of advisory services that include financial planning, portfolio management for individuals and small businesses, pension consulting services and the selection of outside advisers. Capstone is not flagged as an active ESG investor and is not listed as a multi-state adviser. The firm maintains industry relationships with at least a broker-dealer and an insurance company.
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
- Exchange Traded Equities71%
- Public Funds/Mutual Funds21%
- Cash & Cash Equivalents8%
Owners & executives
1 of 1BRYAN KUPCHIK
Co-Founder, Chief Compliance OfficerCRD 2635746
Contacts
3 of 5RICHARD CONDEELIS
Partner and Wealth ManagerCRD 6693563
JOSEPH ALU
Investment Adviser RepresentativeCRD 7012795
Kathleen Tatulli
CRD 7059697
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$219M in ETFs
85%
$187M
9%
$32.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-1 YEAR TREASURY BOND ETF (SHV) | BlackRock | Passive | Ultrashort Bond | $17.2M | 155,706 | 7.83% |
Location
DUNMORE, PA
LACKAWANNA
Location
DUNMORE, PA
Headquartered in DUNMORE, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- LACKAWANNA
- Address
- 1202 Meade St
- Time zone
- ET (UTC-5)
- Office locations
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