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CAPSTONE WEALTH MANAGEMENT GROUP, LLC

BEND, OR · CRD 128097 · IAPD ↗ · capstonewmg.com · 541-330-0266

$266.1MRegulatory AUM
5Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
October 2026 — CAPSTONE WEALTH MANAGEMENT GROUP, LLC (BEND, OR) left the SEC roster (was $266.1M RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
42
April 2025 — CAPSTONE WEALTH MANAGEMENT GROUP, LLC notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — CAPSTONE WEALTH MANAGEMENT GROUP, LLC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
50
April 2025 — CAPSTONE WEALTH MANAGEMENT GROUP, LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.