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 independent, individual-owned registered investment adviser that began SEC registration in 2020. The firm serves individuals and families and positions itself as a capital allocator, combining financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of outside managers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Capstone reports relationships with a broker-dealer and an insurance company as industry affiliations and indicates it does not pursue active ESG investing.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$232M in ETFs
85%
$198M
9%
$34.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-1 YEAR TREASURY BOND ETF (SHV) | BlackRock | Passive | Ultrashort Bond | $22.7M | 205,486 | 9.79% |
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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