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| Capstone Wealth Management Group Inc
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|---|---|
| CRD # | 340135 |
| SEC # | 801-135432 |
| CIK # | 0002059649, 0001923052, 0002112205, 0002019411, 0002140601 |
| AUM | 243.0 M (2026-06-26) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 541-330-0266 |
| Address | 404 SW Columbia Street Bend, OR 97702 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 13.3 | ||
| Nvidia Corp | 4.1 | ||
| Apple Inc | 4.1 | ||
| KLA Tencor Corp | 3.8 | ||
| Amazon Com Inc | 3.4 | ||
| Perth MINT Physical Gold ETF | 3.2 | ||
| Alphabet Inc | 2.6 | ||
| Microsoft Corp | 2.1 | ||
| Palantir Technologies Inc | 1.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 175 | 45.0 |
| (b) Individuals (high net worth individuals) | 80 | 198.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 605 | 243.0 |
| By Discretionary | ||
| Discretionary | 595 | 238.0 |
| Non-Discretionary | 10 | 5.0 |
| Total | 605 | 243.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 243.0 | |
| Total | 605 | 243.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001923052] | |
| 13F-HR | [0002019411] | |
| 13F-HR | [0002059649] | |
| 13F-HR | [0002112205] | |
| 13F-HR | [0002140601] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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|---|---|---|
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TN | 242.6 M |
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McBroom & Associates LLC
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NV | 242.1 M |
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Intelligent Financial Strategies LLC
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MN | 242.0 M |
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J P Davis Inc
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AZ | 242.0 M |
|
Sanchez & Zures LLC
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VA | 241.9 M |
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Adolos Asset Management
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241.8 M |