Capstone Wealth Management Group, LLC

Capstone Wealth Management Group, LLC (CRD# 284547) is a financial advisory firm headquartered in Clarks Green, PA. They manage $69,063,601 in 547 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    547
    ACCOUNTS
  • Average Account Value
    $126,259
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
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.

PA, TX

Financial Advisors at Capstone Wealth Management Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Bryan A. Kupchik
CRD#: 2635746
285 East Grove Street, Clarks Green, PA 18411
96
Wealthminder
score

Bryan Kupchik (CRD# 2635746) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Clarks Green, PA and has over 20 years of experience in the finance industry. Bryan Kupchik 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
Richard J. Condeelis
CRD#: 6693563
285 East Grove Street, Clarks Green, PA 18411
88
Wealthminder
score

Richard Condeelis (CRD# 6693563) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Clarks Green, PA and has 1 year of experience in the finance industry.

3
Robert G. Schultz
CRD#: 3180021
285 East Grove Street, Clarks Green, PA 18411
81
Wealthminder
score

Robert Schultz (CRD# 3180021) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Clarks Green, PA and has over 18 years of experience in the finance industry.

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