Capstone Wealth Management Group, Inc.
● SEC registered since 2026CRD 340135SEC# 801-135432Bend, OR
Reg. AUM
$243M
Employees
6
Accounts
605
Location
Bend, OR
Capstone Wealth Management Group, Inc. assets under management
Capstone Wealth Management Group, Inc. is a registered investment adviser overseen by the SEC based in Bend, OR. The firm has been registered since 2026. It reports $243 million in regulatory assets under management and employs 6 people.
Capstone Wealth Management Group, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Devon A. Gaines Control | Managing Partner, Director, President | 25-50% | 2025 |
| Loren Thomas Gard Control | Managing Partner, Principal, Director, Secretary | 25-50% | 2025 |
| Tiffany Michelle Setzke Forste Control | Chief Compliance Officer | Under 5% | 2026 |
Frequently asked questions
How much does Capstone Wealth Management Group, Inc. manage?
Capstone Wealth Management Group, Inc. reports $243 million in regulatory assets under management on its Form ADV.
How many employees does Capstone Wealth Management Group, Inc. have?
Capstone Wealth Management Group, Inc. reports 6 employees.
Where is Capstone Wealth Management Group, Inc. located?
Capstone Wealth Management Group, Inc. is based in Bend, OR and has been SEC-registered since 2026.
Does Capstone Wealth Management Group, Inc. disclose fund performance?
Capstone Wealth Management Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 404 SW Columbia Street, Suite 230, Bend, OR 97702 |
| Phone | 541.330.0266 |
| Fax | 541-330-0254 |
| Office hours | 8:00 a.m. - 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$243Mregulatory AUM
Discretionary $238MNon-discretionary $5M