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Loren Thomas Gard

Managing Partner, Principal, Director, SecretaryCapstone Wealth Management Group, Inc.CRD 3201086

About Loren Thomas Gard

Loren Thomas Gard is listed as Managing Partner, Principal, Director, Secretary at Capstone Wealth Management Group, Inc. in Bend, OR. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Capstone Wealth Management Group, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Loren Thomas Gard work?

Loren Thomas Gard is listed as Managing Partner, Principal, Director, Secretary at Capstone Wealth Management Group, Inc. on SEC Form ADV.

How much of Capstone Wealth Management Group, Inc. does Loren Thomas Gard own?

Form ADV reports a beneficial ownership band of 25-50%.

Capstone Wealth Management Group, Inc.

TitleManaging Partner, Principal, Director, Secretary
Ownership25-50%
Control personYes
Since2025
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