CRD: 284547
Capstone Wealth Management Group, LLC
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- Custodian
- LPL Financial ยท Prudential
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-22-2016
- Office Locations
- 3
Office Locations
About Capstone Wealth Management Group, LLC
Capstone Wealth Management Group is a retail advisory firm providing holistic, plan-first financial planning and investment management, emphasizing face-to-face relationships and accessible service regardless of account size. The team promotes CFP-led planning and publishes advisor-written market and policy commentary. Public data indicates ETF-centric portfolios and custody that includes LPL Financial.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRYAN ADAM KUPCHIK
Chief Compliance Officer, PRINCIPAL, WEALTH MANAGER
- CRD
- #2635746
- Ownership
- 75% or more
RICHARD JAMES CONDEELIS JR.
PRINCIPAL, WEALTH MANAGER
- CRD
- #6693563
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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JOSEPH MICHAEL ALU
--
- CRD
- #7012795
Michael J. Papi
Investment Advisor Representative
- CRD
- #7523880
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $312,056,196 | $227,778 |
| Non-Discretionary | $44,088,264 | $247,687 |
| Total | $356,144,460 | $230,067 |
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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 |
| 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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