CAPSTONE WEALTH MANAGEMENT GROUP, LLC

CRD 284547File 801-118547

APPROVED

Retail clients

Custody

Filing as of Apr 16, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$356.1M

Below cohort median (national)

Discretionary AUM

$312.1M

Non-discretionary $44.1M

Clients

524

1,548 accounts

Employees

Below cohort median in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Apr 27, 2020
Principal office: 1202 MEADE STREET, DUNMORE, PA, 18512
Phone: (888) 587-7526
Website: HTTP://WWW.CAPSTONE-WEALTH.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $356.1M
Discretionary AUM: $312.1M
Non-discretionary AUM: $44.1M
Discretionary accounts: 1,370
Non-discretionary accounts: 178
Total accounts: 1,548
AUM per client: $680K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$570K
Charitable organizations	Fewer than 5	$2.8M
High net worth individuals	82	$240.1M
Individuals (other than high net worth individuals)	442	$112.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.