CAPSTONE WEALTH MANAGEMENT GROUP, LLC

BEND, Oregon·2 registered advisors·CRD# 128097
SEC# 801-661440541-330-0266
01

Firm Overview

AUM
$205M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CAPSTONE WEALTH MANAGEMENT GROUP, LLC

2 registered advisors
James Michael Conrads
BEND, Oregon
Kevin John Serrapede
BEND, Oregon
05

Office Locations

BEND, Oregon
2 advisors

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Data sourced from SEC Form ADV filings. CAPSTONE WEALTH MANAGEMENT GROUP, LLC (CRD# 128097) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.