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 $184,386,419 assets under management, offering retirement planning & investment advisory services to 278 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	$184,386,419
No. of Clients	278
No. of Advisors	4

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	278	$184,386,419
Individuals (other than high net worth individuals)	196	$55,139,760
High net worth individuals	82	$129,246,659

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