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Capstone Wealth Management Group, LLC

● SEC registered since 2020CRD 284547SEC# 801-118547Dunmore, PA
Export (members)
Reg. AUM
$291.7M
Employees
5
Accounts
1,335
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 $291.7 million in regulatory assets under management and employs 5 people.
www.capstone-wealth.comView on SEC.gov ↗

Capstone Wealth Management Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Bryan Adam Kupchik ControlPrincipal And Wealth Manager / Chief Compliance OfficerOver 75%2016
Richard James Condeelis ControlPrincipal And Wealth Manager10-25%2020

Frequently asked questions

How much does Capstone Wealth Management Group, LLC manage?

Capstone Wealth Management Group, LLC reports $291.7 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 5 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

Address1202 Meade Street, Dunmore, PA 18512
Phone(888) 587-7526
Fax(570) 587-5822
Office hoursBy Appointment
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$281M
Non-discretionary$10.7M
Total (RAUM)$291.7M