CAPSTONE WEALTH MANAGEMENT GROUP, LLC
SEC RegisteredYour Dreams. Our Insight.
About the firm
Capstone Wealth Management Group LLC is a Registered Investment Advisor offering financial planning, wealth management, and investment advisory services. As independent professionals, the firm focuses on clients' long-term financial goals through customized planning strategies. Registered Investment Advisory Services are offered through Capstone Wealth Management Group LLC.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning (custom developed by an Investment Advisor), wealth management (a comprehensive approach to planning and managing all aspects of a client's financial picture), and registered investment advisory services.
Who they serve
Individuals who have inherited wealth, those in the accumulation stage, and successful business owners who want to ensure the preservation of wealth for future generations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 212 | $58M |
| High Net Worth Individuals | 83 | $208M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $250,000 | 1.50% |
| $250,001 to $500,000 | 1.25% |
| $500,001 to $1,000,000 | 1.00% |
| $1,000,001 to $2,000,000 | 0.75% |
| $2,000,001 to $5,000,000 | 0.65% |
| Above $5,000,000 | 0.00% |
Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CAPSTONE WEALTH MANAGEMENT GROUP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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