Capstone Wealth Management Group, Inc.
Capstone Wealth Management Group, Inc. is an SEC-registered mass-market adviser in Bend, OR with $243.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Capstone Wealth Management Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 340135, SEC 801-135432, data through 2026-06-26.
- AUM (assets under management / regulatory AUM)
- $243.0M (2026-06-26)
- Firm type
- Mass-Market Adviser
- Location
- Bend, OR
- Employees
- 6
- Clients
- 255
- CRD
- 340135
- Ownership
- GAINES, DEVON, A.; GARD, LOREN, THOMAS; Forste, Tiffany, Michelle Setzke
How much AUM does Capstone Wealth Management Group, Inc. have?
Capstone Wealth Management Group, Inc. reported $243.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-26).
Who owns Capstone Wealth Management Group, Inc.?
Disclosed owners and executives of Capstone Wealth Management Group, Inc. include GAINES, DEVON, A., GARD, LOREN, THOMAS, Forste, Tiffany, Michelle Setzke. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.