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Capstone Wealth Management Group, Inc. CRD 340135
$243M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
404 Sw Columbia Street Suite 230, Bend, OR 97702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-02-27 |
| TX | RA | APPROVED | 2026-02-27 |
Branch Locations
404 Sw Columbia Street Suite 230, Bend, OR 97702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capstone Wealth Management Group, Llc | Bend | OR | 10/2006 | Present |
| Capstone Wealth Management Group, Inc. | Bend | OR | 02/2026 | Present |
| Capstone Wealth Management Group, Inc. | Bend | OR | 01/2026 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-11 |
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