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Bryan Adam Kupchik

CAPSTONE WEALTH MANAGEMENT GROUP, LLC·DUNMORE, Pennsylvania
SIE, Series 7, Series 24, Series 63, Series 65CFP22 years registeredCAPSTONE WEALTH MANAGEMENT GROUP, LLC
1202 MEADE STREET, DUNMORE, PA 18512CRD# 2635746Firm CRD# 284547

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bryan Adam Kupchik · DUNMORE, PA
Registration
CRD #2635746 · CAPSTONE WEALTH MANAGEMENT GROUP, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

LPL FINANCIAL LLC
Aug 2025 – present
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
Jul 2016 – present
LPL FINANCIAL LLC
Jul 2016 – present
AMERIPRISE FINANCIAL SERVICES, INC.
Feb 2014 – Aug 2016
CLARKS GREEN, PA
WACHOVIA SECURITIES, LLC
Jan 2004 – May 2005
KINGSTON, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · January 21, 2004
Years registered · 22
Professional designation · CFP
03

Disclosure History

2022Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CRD 284547 · SEC 801-118547
AUM
$249M
Regulatory assets under management
Employees
5
1,178 client accounts
Services offered by CAPSTONE WEALTH MANAGEMENT GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CAPSTONE WEALTH MANAGEMENT GROUP, LLC →
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05

Frequently Asked Questions

What services does Bryan Adam Kupchik offer?
Bryan Adam Kupchik specializes in Financial Planning, Investment Management. Contact their office in DUNMORE, Pennsylvania for a consultation.
What are Bryan Adam Kupchik's credentials?
Bryan Adam Kupchik holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Bryan Adam Kupchik located?
Bryan Adam Kupchik is based in DUNMORE, Pennsylvania, working with CAPSTONE WEALTH MANAGEMENT GROUP, LLC. Their office serves clients in the DUNMORE metropolitan area and surrounding communities.
How does Bryan Adam Kupchik charge for services?
Bryan Adam Kupchik's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPSTONE WEALTH MANAGEMENT GROUP, LLC?
CAPSTONE WEALTH MANAGEMENT GROUP, LLC has approximately 5 employees and manages $249M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAPSTONE WEALTH MANAGEMENT GROUP, LLC

Robert Glenn Schultz
CLARKS GREEN, PA
Richard James Condeelis
DUNMORE, PA

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