CRD: 128097
Capstone Wealth Management Group, LLC
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- Custodian
- Assetmark · BNY Mellon · Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-08-2003
- Office Locations
- 2
Office Locations
About Capstone Wealth Management Group, LLC
Capstone Wealth Management Group is an independent RIA providing custom financial planning and comprehensive wealth management for clients with inherited wealth, those accumulating assets, and business owners focused on multigenerational preservation. The team includes multiple CFP® professionals and an in-house Chief Compliance Officer. Portfolios emphasize ETFs and public funds, with custody through firms such as Pershing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES MICHAEL CONRADS
Managing Member, PRINCIPAL
- CRD
- #4522725
- Ownership
- 75% or more
KEVIN JOHN SERRAPEDE
Chief Compliance Officer, Investment Advisor Representative, Owner
- CRD
- #2074389
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Tiffany Michelle Setzke Forste
Chief Compliance Officer
- CRD
- #7523398
DEVON A. GAINES
CPA, DIRECTOR, Managing Partner, President
- CRD
- #5274324
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $218,388,828 | $362,171 |
| Non-Discretionary | $47,665,541 | $418,119 |
| Total | $266,054,369 | $371,066 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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