Capstone Wealth Management Group, LLC

Capstone Wealth Management Group, LLC (CRD# 128097) is a financial advisory firm headquartered in Bend, OR. They manage $204,552,225 in 713 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
404 Sw Columbia St., Suite 230, Bend, OR 97702
http://www.capstonewmg.com
By the Numbers
  • Total Assets Under Management
    205
    MILLION
  • Total Number of Accounts
    713
    ACCOUNTS
  • Average Account Value
    $286,890
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, NH, NY, OH, OR, TX

Financial Advisors at Capstone Wealth Management Group, LLC
Showing 1 - 6 of 6 top financial advisors.
1
James Conrads, financial advisor Bend OR
James M. Conrads
CRD#: 4522725
404 Sw Columbia St., Suite 230, Bend, OR 97702

James Conrads (CRD# 4522725) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Bend, OR and has over 21 years of experience in the finance industry.

2
Devon Gaines, financial advisor Bend OR
Devon A. Gaines
CRD#: 5274324
404 Sw Columbia St., Suite 230, Bend, OR 97702

Devon Gaines (CRD# 5274324) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Bend, OR and has over 14 years of experience in the finance industry.

3
Loren Gard, financial advisor Bend OR
Loren T. Gard
CRD#: 3201086
404 Sw Columbia St., Suite 230, Bend, OR 97702

Loren Gard (CRD# 3201086) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Bend, OR and has over 24 years of experience in the finance industry.

4
Kevin Serrapede, financial advisor Bend OR
Kevin J. Serrapede
CRD#: 2074389
404 Sw Columbia St., Suite 230, Bend, OR 97702

Kevin Serrapede (CRD# 2074389) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Bend, OR and has over 19 years of experience in the finance industry.

5
Ronald Stoner, financial advisor Bend OR
Ronald R. Stoner
CRD#: 5221478
404 Sw Columbia St., Suite 230, Bend, OR 97702

Ronald Stoner (CRD# 5221478) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Bend, OR and has over 17 years of experience in the finance industry.

6
Joseph Serrapede, financial advisor Bend OR
Joseph J. Serrapede
CRD#: 7832203
404 Sw Columbia St., Suite 230, Bend, OR 97702

Joseph Serrapede (CRD# 7832203) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Bend, OR and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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