Capstone Wealth Management Group, LLC
Capstone Wealth Management Group, LLC is an SEC-registered mass-market adviser in Dunmore, PA with $356.1M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Capstone Wealth Management Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 284547, SEC 801-118547, data through 2026-04-16.
- AUM (assets under management / regulatory AUM)
- $356.1M (2026-04-16)
- Firm type
- Mass-Market Adviser
- Location
- Dunmore, PA
- Employees
- 6
- Clients
- 524
- CRD
- 284547
- Ownership
- KUPCHIK, BRYAN, ADAM; KUPCHIK, MCKENZIE, RAE; SCHULTZ, ROBERT, GLENN; CONDEELIS, RICHARD, JAMES; WINN, CHRISTOPHER, EDWARD
How much AUM does Capstone Wealth Management Group, LLC have?
Capstone Wealth Management Group, LLC reported $356.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-16).
Who owns Capstone Wealth Management Group, LLC?
Disclosed owners and executives of Capstone Wealth Management Group, LLC include KUPCHIK, BRYAN, ADAM, KUPCHIK, MCKENZIE, RAE, SCHULTZ, ROBERT, GLENN, CONDEELIS, RICHARD, JAMES, WINN, CHRISTOPHER, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.