Capstone Wealth Management Group, LLC

Capstone Wealth Management Group, LLC (CRD# 128097) is a financial advisory firm headquartered in Bend, OR. They manage $104,741,860 in 603 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    105
    MILLION
  • Total Number of Accounts
    603
    ACCOUNTS
  • Average Account Value
    $173,701
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NH, OR, PA, TX

Financial Advisors at Capstone Wealth Management Group, LLC
Showing 1 - 5 of 5 top financial advisors.
1
James M. Conrads
CRD#: 4522725
1051 Nw Bond Street, Suite 200, Bend, OR 97703
96
Wealthminder
score

James Conrads (CRD# 4522725) 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. James Conrads has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Loren T. Gard
CRD#: 3201086
1051 Nw Bond Street, Suite 200, Bend, OR 97703
96
Wealthminder
score

Loren Gard (CRD# 3201086) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Bend, OR and has over 16 years of experience in the finance industry. Loren Gard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kevin J. Serrapede
CRD#: 2074389
1051 Nw Bond Street, Suite 200, Bend, OR 97703
96
Wealthminder
score

Kevin Serrapede (CRD# 2074389) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Bend, OR and has over 12 years of experience in the finance industry. Kevin Serrapede has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Ronald R. Stoner
CRD#: 5221478
1051 Nw Bond Street, Suite 200, Bend, OR 97703
96
Wealthminder
score

Ronald Stoner (CRD# 5221478) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Bend, OR and has over 10 years of experience in the finance industry. Ronald Stoner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Devon A. Gaines
CRD#: 5274324
1051 Nw Bond Street, Suite 200, Bend, OR 97703
93
Wealthminder
score

Devon Gaines (CRD# 5274324) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Bend, OR and has over 7 years of experience in the finance industry.

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