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CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CRD 284547File 801-118547
APPROVED
Retail clients
Custody
Filing as of Apr 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$356.1M
Below cohort median (national)
Discretionary AUM
$312.1M
Non-discretionary $44.1M
Clients
524
1,548 accounts
Employees
6
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Employees | 7 | 6 | decreased by1 |
| Mar 1, 2026 | Employees | 5 | 7 | increased by2 |
| Mar 1, 2026 | Clients | 573 | 524 | decreased by49 |
| Mar 1, 2026 | AUM | $291,676,638 | $356,144,460 | increased by$64,467,822 |
| Mar 1, 2026 | Accounts | 1,335 | 1,548 | increased by213 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 420 | 573 | increased by153 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $216,397,599 | $291,676,638 | increased by$75,279,039 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,089 | 1,335 | increased by246 |
| May 1, 2022 | Employees | 4 | 5 | increased by1 |
| Apr 1, 2022 | Employees | 5 | 4 | decreased by1 |
| Apr 1, 2022 | Custody | Yes | No | |
| Apr 1, 2022 | Clients | 213 | 420 | increased by207 |
| Apr 1, 2022 | AUM | $178,454,353 | $216,397,599 | increased by$37,943,246 |
| Apr 1, 2022 | Accounts | 1,017 | 1,089 | increased by72 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CAPSTONE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CAPSTONE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.