CAPSTONE WEALTH MANAGEMENT GROUP, LLC

404 Sw Columbia St.
Suite 230
Bend, Oregon 97702-3453
Tel: 541-330-0266

About CAPSTONE WEALTH MANAGEMENT GROUP, LLC

CAPSTONE WEALTH MANAGEMENT GROUP, LLC, formally registered with the SEC as CAPSTONE WEALTH MANAGEMENT GROUP, LLC. The firm was established in 02/01/2006. They have over 1 offices throughout the country.

CAPSTONE WEALTH MANAGEMENT GROUP, LLC is a Bend, Oregon based Financial Planning firm with nearly $204,552,225 assets under management, offering retirement planning & investment advisory services to 713 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	128097
SEC#	801-66144
Assets Managed by Firm	$204,552,225
No. of Clients	713
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	713	$204,552,225
Individuals (other than high net worth individuals)	146	$53,842,681
High net worth individuals	80	$150,709,544

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