Capstone Wealth Management Group, LLC
Capstone Wealth Management Group, LLC (CRD# 128097) is a financial advisory firm headquartered in Bend, OR. They manage $204,552,225 in 713 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management205MILLION
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Total Number of Accounts713ACCOUNTS
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Average Account Value$286,890
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, NH, NY, OH, OR, TX
James Conrads (CRD# 4522725) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Bend, OR and has over 22 years of experience in the finance industry.
Devon Gaines (CRD# 5274324) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Bend, OR and has over 14 years of experience in the finance industry.
Loren Gard (CRD# 3201086) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Bend, OR and has over 24 years of experience in the finance industry.
Kevin Serrapede (CRD# 2074389) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Bend, OR and has over 20 years of experience in the finance industry.
Ronald Stoner (CRD# 5221478) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Bend, OR and has over 17 years of experience in the finance industry.
Joseph Serrapede (CRD# 7832203) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Bend, OR and has 1 year of experience in the finance industry.