CAPSTONE WEALTH MANAGEMENT GROUP, LLC

1202 Meade Street
Dunmore, Pennsylvania 18512
Tel: (888) 587-7526

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 04/27/2020. They have over 1 offices throughout the country.

CAPSTONE WEALTH MANAGEMENT GROUP, LLC is a Dunmore, Pennsylvania based Financial Planning firm with nearly $291,676,638 assets under management, offering retirement planning & investment advisory services to 1335 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284547
SEC#	801-118547
Assets Managed by Firm	$291,676,638
No. of Clients	1335
No. of Advisors	5

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	1335	$291,676,638
Individuals (other than high net worth individuals)	502	$135,198,613
High net worth individuals	71	$156,478,025

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VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
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VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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