Capstone Wealth Management Group LLC

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Assets, Funds, Holdings

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Capstone Wealth Management Group LLC
CRD #284547
SEC #801-118547
CIK #0001923052
AUM $204.6 MM (2024-03-31)
Employees 5 (80% Investors, 100% Brokers)
Phone888-587-7526
Address285 East Grove Street
Clarks Green, PA 18411
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
2502001501005002005201120182025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AVGO 201,282.9 5.9
AMZN 1,092,997.8 4.0
MSFT 1,918,222.4 3.0
GLDM 2.7
GOOGL 1,475,138.5 2.3
ISRG 72,505.6 2.3
AAPL 2,382,844.0 2.3
CRWD 40,424.6 2.0
REGN 65,294.8 1.9
ASML 197,439.9 1.8
View All
Holdings by Sector ($MM)
16012896643202022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 415 105.1
(b) Individuals (high net worth individuals) 56 143.7
(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 1,178 248.8
By Discretionary
Discretionary 1,058 238.0
Non-Discretionary 120 10.8
Total 1,178 248.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 248.8
Total 1,178 248.8
EDGAR Form CIK 2011 - 2024
13F-HR [0001923052]
Comparable Firms State AUM ($BB)
JW Korth & Company Limited Partnership
MI 0.2
Define Financial LLC
CA 0.2
MHS Advisory Services LLC
MN 0.2
Apex Capital Management LLC
LA 0.2
Blodgett Wealth Advisors LLC
CA 0.2
RMW Advisors LLC
TX 0.2
Hansen & Associates Financial Group Inc
CA 0.2
Mark Gillam Enterprises
CA 0.2
Capital Innovations LLC
WI 0.2
Wedgewood Investors Inc
PA 0.2
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