Capstone Wealth Management Group, LLC
● SEC registered since 2020CRD 284547SEC# 801-118547Dunmore, PA
Reg. AUM
$356.1M
Employees
6
Accounts
1,548
Location
Dunmore, PA
Capstone Wealth Management Group, LLC assets under management
Capstone Wealth Management Group, LLC is a registered investment adviser overseen by the SEC based in Dunmore, PA. The firm has been registered since 2020. It reports $356.1 million in regulatory assets under management and employs 6 people.
Capstone Wealth Management Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan Adam Kupchik Control | Principal And Wealth Manager / Chief Compliance Officer | Over 75% | 2016 |
| Richard James Condeelis Control | Principal And Wealth Manager | 10-25% | 2020 |
Frequently asked questions
How much does Capstone Wealth Management Group, LLC manage?
Capstone Wealth Management Group, LLC reports $356.1 million in regulatory assets under management on its Form ADV.
How many employees does Capstone Wealth Management Group, LLC have?
Capstone Wealth Management Group, LLC reports 6 employees.
Where is Capstone Wealth Management Group, LLC located?
Capstone Wealth Management Group, LLC is based in Dunmore, PA and has been SEC-registered since 2020.
Does Capstone Wealth Management Group, LLC disclose fund performance?
Capstone Wealth Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1202 Meade Street, Dunmore, PA 18512 |
| Phone | (888) 587-7526 |
| Fax | (570) 587-5822 |
| Office hours | By Appointment |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$356.1M▲ 22%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$356.1Mregulatory AUM
Discretionary $312.1MNon-discretionary $44.1M