CAPSTONE WEALTH MANAGEMENT GROUP, INC.

CRD 340135File 801-135432

APPROVED

Retail clients

Filing as of Jul 9, 2026

Feed vintage Aug 17, 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
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.