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- Custodian
- BNY Mellon ยท Pershing
- Clients
- Retail
- Platforms
- Insight element
- Established Date
- 02-27-2026
- Office Locations
- 2
Office Locations
About Capstone Wealth Management Group, Inc.
Capstone Wealth Management Group, Inc. is a Bend-based RIA with 2 offices. The firm has been operating for 0 years. Managing $243.0M in total assets under management, with 5 advisory representatives. They custody assets with BNY Mellon and Pershing. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DEVON A. GAINES
CPA, DIRECTOR, Managing Partner, President
- CRD
- #5274324
- Ownership
- 25% but less than 50%
LOREN THOMAS GARD
DIRECTOR, Investment Advisor Representative, Managing Partner, PRINCIPAL, Secretary
- CRD
- #3201086
- Ownership
- 25% but less than 50%
Focus bridge
Momentum vertex focus
- CRD
- #28569
- Ownership
- 10.9%
Showing 2 of 3 owners & executives
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JAMES MICHAEL CONRADS
Managing Member, PRINCIPAL
- CRD
- #4522725
RONALD RAYMOND STONER
Investment Advisor Representative
- CRD
- #5221478
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $238,000,000 | $400,000 |
| Non-Discretionary | $5,000,000 | $500,000 |
| Total | $243,000,000 | $401,653 |
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Separately Managed Accounts
Total SMA Asset: $243,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,463,447,058 | 24.6% |
| Equity - Exchange | $844,753,993 | 14.2% |
| Cash | $987,529,315 | 16.6% |
| Derivatives | $701,978,670 | 11.8% |
| Municipal Bonds | $886,396,795 | 14.9% |
| Other | $475,917,742 | 8.0% |
| U.S. Government/Agency | $588,948,206 | 9.9% |
| Total | $5,948,971,779 | 100.0% |