PPrivate Fund Data Log in Join · $37/mo

James Michael Conrads

Managing Member/PrincipalCapstone Wealth Management Group, LLCCRD 4522725

About James Michael Conrads

James Michael Conrads is listed as Managing Member/Principal at Capstone Wealth Management Group, LLC in Bend, OR. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Capstone Wealth Management Group, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Michael Conrads work?

James Michael Conrads is listed as Managing Member/Principal at Capstone Wealth Management Group, LLC on SEC Form ADV.

How much of Capstone Wealth Management Group, LLC does James Michael Conrads own?

Form ADV reports a beneficial ownership band of Over 75%.

Capstone Wealth Management Group, LLC

TitleManaging Member/Principal
OwnershipOver 75%
Control personYes
Since2009
View Capstone Wealth Management Group, LLC →