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Capstone Wealth Management Group, Inc.

Capstone Wealth Management Group, Inc.. CRD 340135

Capstone Wealth Management Group, Inc. logo

CRD: 340135

Capstone Wealth Management Group, Inc.

Bend, OR, 97702
5413300266
www.capstonewmg.com
$243.0M Total AUM
$238.0M Disc. AUM
-- 3Y CAGR
6 Employees
255 ADV. Clients
0 yrs Firm Age

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Firm Details

Custodian
BNY Mellon ยท Pershing
Clients
Retail
Platforms
Insight element
Established Date
02-27-2026
Office Locations
2

Office Locations

404 SW Columbia Street Suite 230 Bend OR
-- Boulder CO

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 6 advisory representatives. They custody assets with BNY Mellon and Pershing. Services offered include Asset Management, Estate Planning, Financial Planning.

Team overview

44 AVG AGE
$40.5M AVG AUM / ADVISOR
$952.9K AVG AUM / CLIENT
0.3 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
0yrs Firm Age

Insights

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Asset Classes

Vector oak Focus Eagle

Client Personas

Summit

Custodian

Crest prime

Investment Themes

Foundation Glacier Peak timber Capital signal

Investment Vehicles

Focus crest

Services

Atlas Catalyst Momentum Momentum timber Unison value

Technology

Beacon

Owner & Executives

D

DEVON A. GAINES

CPA, DIRECTOR, Managing Partner, President

CRD
#5274324
Ownership
25% but less than 50%
(298) 769-4618
radial.glacier@signalcapital.com
in linkedin.com/in/timber-signal
L

LOREN THOMAS GARD

DIRECTOR, Investment Advisor Representative, Managing Partner, PRINCIPAL, Secretary

CRD
#3201086
Ownership
25% but less than 50%
(619) 856-1131
fusion.pioneer@northcapital.com
in linkedin.com/in/horizon-delta
F

Focus bridge

Momentum vertex focus

CRD
#28569
Ownership
10.9%
(841) 819-4138
radial.timber@beaconcapital.com
in linkedin.com/in/optima-quantum

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Contacts

J

JAMES MICHAEL CONRADS

Managing Member, PRINCIPAL

CRD
#4522725
(841) 553-7998
wave.vector@oakcapital.com
in linkedin.com/in/eagle-bridge
K

KEVIN JOHN SERRAPEDE

Chief Compliance Officer, Investment Advisor Representative, Owner

CRD
#2074389
(609) 213-6352
frontier.vital@bridgecapital.com
in linkedin.com/in/atlas-bridge
Q

Quantum legacy

North quantum capital

CRD
#94001
(534) 832-5663
bridge.alpha@valuecapital.com
in linkedin.com/in/glacier-value

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-26-2026
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

$243.0M Total SMA
Public Funds:
24.6%
Equity - Exchange:
14.2%
Cash:
16.6%
Derivatives:
11.8%
Municipal Bonds:
14.9%
Other:
8.0%
U.S. Government/Agency:
9.9%
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%

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