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| Happy Holidays!! thanks for using AUM13F!! |
| Capstone Wealth Management Group LLC
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| CRD # | 128097 |
| SEC # | 801-66144 |
| CIK # | 0002019411, 0001923052, 0002059649 |
| AUM | $233.1 M (2025-07-11) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 541-330-0266 |
| Address | 404 SW Columbia St Bend, OR 97702-3453 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002019411 0001923052 0002059649 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 5.8 | ||
| Amazon Com Inc | 4.2 | ||
| Apple Inc | 2.8 | ||
| Nvidia Corp | 2.4 | ||
| ASML Holding NV | 2.1 | ||
| Facebook Inc | 1.9 | ||
| Intuitive Surgical Inc | 1.3 | ||
| Alphabet Inc | 1.2 | ||
| Procter & Gamble Co | 1.0 | ||
| Regeneron Pharmaceuticals Inc | 0.9 | ||
| Chevron Corp | 0.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 231 | 78.7 |
| (b) Individuals (high net worth individuals) | 98 | 154.3 |
| (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 | 708 | 233.1 |
| By Discretionary | ||
| Discretionary | 663 | 197.1 |
| Non-Discretionary | 45 | 35.9 |
| Total | 708 | 233.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 233.1 | |
| Total | 708 | 233.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001923052] | |
| 13F-HR | [0002019411] | |
| 13F-HR | [0002059649] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Axiom Investment Management LLC
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NY | 0.2 |
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Charleston Financial Advisors LLC
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SC | 0.2 |
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Bullock Wealth Management Group Inc
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IN | 0.2 |
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CW O'Conner Wealth Advisors Inc
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GA | 0.2 |
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Riverbend Wealth Management LLC
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SC | 0.2 |
|
Worth Financial Advisory Group LLC
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|
NC | 0.2 |
|
Cushing Capital Partners LLC
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|
WI | 0.2 |
|
Sorenson Impact Advisory LLC
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|
UT | 0.2 |
|
Mission Financial Group LLC
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|
NV | 0.2 |
|
Carbon Collective Investing LLC
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|
CA | 0.2 |