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CAPSTONE WEALTH MANAGEMENT GROUP, INC.

BEND, OR · CRD 340135 · IAPD ↗ · capstonewmg.com · 541.330.0266

$243.0MRegulatory AUM
5Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
July 2026 — CAPSTONE WEALTH MANAGEMENT GROUP, INC.'s provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
March 2026 — CAPSTONE WEALTH MANAGEMENT GROUP, INC. (BEND, OR) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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