Capstone Wealth Management Group, LLC

RIASEC RegisteredEst. 2020

Total AUM

$356M

Discretionary

$312M

88% of AUM

Avg account

$230K

Accounts

1,548

Employees

Advisory reps

Firm details

Headquarters: Dunmore, Pennsylvania
CRD number: 284547
Registered since: April 27, 2020
Website: www.capstone-wealth.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI67.4%
Individuals31.65%
Charitable Organizations0.78%
Corporations / Businesses0.16%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Capstone Wealth Management Group, LLC is a privately owned advisory firm organized as an LLC and registered with the SEC in 2020. The firm focuses on serving individual and family clients and presents itself as a capital allocator, combining financial planning with discretionary portfolio management for individuals and small businesses. Its advisory services also include pension consulting and selecting third‑party advisers when appropriate. Fee arrangements are mixed: Capstone charges a percentage of assets under management and also uses hourly and fixed fees for certain engagements. The firm does not identify as an active ESG investor and is not listed as a multi‑state adviser in the snapshot data. It maintains industry relationships with broker‑dealers and insurance companies that support its delivery model.