CAPSTONE WEALTH MANAGEMENT GROUP, LLC
SEC file number 801-66144
· BEND, OR
https://capstoneco.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$204.6M
Discretionary AUM
$167.6M
Employees
4
Clients
—
Firm
- Address
- 404 SW COLUMBIA ST.
BEND, OR 97702-3453 - Phone
- —
- Website
- https://capstoneco.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- Redstone Wealth Management Co., Ltd. Medium name-match confidence · CIK 2112381 · CO
- Cantata Wealth Management, LLC Medium name-match confidence · CIK 2051140 · FL
- RLS Wealth Management LP LLC Medium name-match confidence · CIK 2138502 · NC
- ARCADIA WEALTH MANAGEMENT LLC\GA Medium name-match confidence · CIK 2132232 · GA
- US Wealth Management Ventures, LLC Medium name-match confidence · CIK 1993605 · NY
- Strata Solas Wealth Management LLC Medium name-match confidence · CIK 2105970 · DE
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RLS Wealth Management LP LLC · D · Jun 4, 2026$1.2M
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ARCADIA WEALTH MANAGEMENT LLC\GA · D · Apr 29, 2026
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Redstone Wealth Management Co., Ltd. · D · Feb 20, 2026$100M
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Strata Solas Wealth Management LLC · D · Jan 20, 2026
-
US Wealth Management Ventures, LLC · D · Nov 24, 2025$5M
-
Cantata Wealth Management, LLC · D · Oct 10, 2025$2M
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Cantata Wealth Management, LLC · D · Feb 19, 2025$2M