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CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CRD 284547 · SEC 801-118547
1202 MEADE STREET, DUNMORE, PA, 18512, United States
Phone
(888) 587-7526
Fax
(570) 587-5822
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$356.1M
Discretionary AUM
$312.1M
Team
6 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 442 | $112.7M |
| High net worth individuals | 82 | $240.1M |
States served
NJ, NY, NC, PA, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD