Capstone Wealth Management Group, Inc.
Firm details
- Headquarters
- Bend, Oregon
- CRD number
- 340135
- Registered since
- February 27, 2026
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI81.48%
- Individuals18.52%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Capstone Wealth Management Group, Inc. is an independent registered investment adviser that serves individual and family clients with financial planning and portfolio management geared toward individuals and small businesses. The firm operates as a corporation and is owned by an individual. Its service mix includes accounting work alongside advisory services. Compensation is a blend of asset-based fees, hourly charges, and fixed fees rather than a single fee model. Capstone reports no active ESG investing program and lists mutual funds and public securities as core building blocks of client portfolios.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Exchange Traded Equities34%
- Cash & Cash Equivalents8%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 5
Devon Gaines
OwnerCRD 5274324
Tiffany Forste
Investment Advisor AssistantCRD 7523398
Ronald Stoner
Investment Advisor RepresentativeCRD 5221478
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 98Active vs passive
$172M in ETFs
92%
$158M
7%
$14.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $8.8M | 46,186 | 5.12% |
Location
Bend, OR
Deschutes
Location
Bend, OR
Headquartered in Bend, OR, anchoring the Bend-Prineville, OR metro in the West.
- Metro area
- Bend-Prineville, OR
- Region
- West
- County
- Deschutes
- Address
- 404 Sw Columbia St
- Time zone
- PT (UTC-8)
- Office locations
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