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CAPSTONE WEALTH MANAGEMENT GROUP, LLC

DUNMORE, PA · CRD 284547 · IAPD ↗ · capstone-wealth.com · (888) 587-7526

$356.1MRegulatory AUM
4Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2026 — CAPSTONE WEALTH MANAGEMENT GROUP, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
October 2024 — CAPSTONE WEALTH MANAGEMENT GROUP, LLC moved its main office from CLARKS GREEN, PA to DUNMORE, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
April 2024 — CAPSTONE WEALTH MANAGEMENT GROUP, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2024 — CAPSTONE WEALTH MANAGEMENT GROUP, LLC now reports custody of client assets ($25,000).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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