CAPSTONE WEALTH MANAGEMENT GROUP, INC.

CRD 340135File 801-135432

APPROVED

Retail clients

Filing as of Jul 9, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$243.0M

Below cohort median (national)

Discretionary AUM

$238.0M

Non-discretionary $5.0M

Clients

255

605 accounts

Employees

Below cohort median in OR

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: SFRO
Registration date: Feb 27, 2026
Principal office: 404 SW COLUMBIA STREET, SUITE 230, BEND, OR, 97702
Phone: 541.330.0266
Website: https://www.capstonewmg.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $243.0M
Discretionary AUM: $238.0M
Non-discretionary AUM: $5.0M
Discretionary accounts: 595
Non-discretionary accounts: 10
Total accounts: 605
AUM per client: $953K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	80	$198.0M
Individuals (other than high net worth individuals)	175	$45.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
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	Change
Aug 1, 2026	Employees	6	5	decreased by1
Jul 1, 2026	Registration	APPROVED-120	APPROVED
Jul 1, 2026	AUM	$0	$243,000,000	increased by$243,000,000
Jul 1, 2026	Accounts	0	605	increased by605
Mar 1, 2026	Registration	—	APPROVED-120

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.