| 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 |
Capstone Wealth Management Group, Inc. reports $243 million in regulatory assets under management on its Form ADV.
Capstone Wealth Management Group, Inc. reports 6 employees.
Capstone Wealth Management Group, Inc. is based in Bend, OR and has been SEC-registered since 2026.
Capstone Wealth Management Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $238M |
| Non-discretionary | $5M |
| Total (RAUM) | $243M |