Capstone Wealth Management Group, LLC
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
FINTRXOverview
Capstone Wealth Management Group, LLC is an independent registered investment adviser that describes itself as a capital allocator for individual and family clients. The firm registered with the SEC in 2020. Its fee model includes a percentage of assets under management plus options for hourly and fixed fees. Core advisory services are financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Capstone indicates it is not an active ESG investor.
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
- Exchange Traded Equities71%
- Public Funds/Mutual Funds21%
- Cash & Cash Equivalents8%
Owners & executives
1 of 1
Bryan Kupchik
Co-Founder, Chief Compliance OfficerCRD 2635746
Contacts
3 of 5Joseph Alu
Investment Adviser RepresentativeCRD 7012795
Kathleen Tatulli
CRD 7059697
Richard Condeelis
Partner and Wealth ManagerCRD 6693563
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 68Active vs passive
$241M in ETFs
85%
$205M
8%
$35.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO NASDAQ 100 ETF (QQQM) | Invesco | Passive | Large Growth | $19.6M | 64,823 | 8.16% |
Location
Dunmore, PA
Lackawanna
Location
Dunmore, PA
Headquartered in Dunmore, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- Lackawanna
- Address
- 1202 Meade St
- Time zone
- ET (UTC-5)
- Office locations
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