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Ronald Raymond Stoner

Capstone Wealth Management Group, Inc.

Boulder, CO

Bend, OR

CRD 5221478

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Employer firm

Capstone Wealth Management Group, Inc. CRD 340135

$243M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Capstone Wealth Management Group, Inc.

404 Sw Columbia Street Suite 230, Bend, OR 97702 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2026-03-02
  • NM RA
    APPROVED
    Since 2026-03-02

Branch Locations

Boulder, CO • United States

404 Sw Columbia Street Suite 230, Bend, OR 97702 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capstone Wealth Management Group, Llc Bend OR 09/2006 Present
Capstone Wealth Management Group, Inc. Bend OR 02/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-10-16
  • S65 Uniform Investment Adviser Law Examination
    2006-10-16
Designations
  • Certified Financial Planner

View on SEC IAPD

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