CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CRD #128097 SEC #801-66144 BEND, OR 541-330-0266
SEC Registered Disclosures
Total AUM
$233.1M
Discretionary
$197.1M
Employees
6
Clients
0
Accounts
708
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $233.1M | $197.1M | $35.9M | 6 | 0 |
| Jul 2025 | $233.1M | $197.1M | $35.9M | 6 | 0 |
| Jul 2025 | $233.1M | $197.1M | $35.9M | 6 | 0 |
| May 2025 | $233.1M | $197.1M | $35.9M | 6 | 0 |
| Apr 2025 | $233.1M | $197.1M | $35.9M | 6 | 0 |
| Apr 2025 | $233.1M | $197.1M | $35.9M | 6 | 0 |
| Apr 2025 | $233.1M | $197.1M | $35.9M | 6 | 0 |
| Mar 2025 | $204.6M | $167.6M | $36.9M | 6 | 0 |
| Dec 2024 | $204.6M | $167.6M | $36.9M | 4 | 0 |
| Mar 2024 | $204.6M | $167.6M | $36.9M | 4 | 0 |
| Apr 2023 | $184.4M | $152.1M | $32.3M | 4 | 3 |
| Mar 2023 | $184.4M | $152.1M | $32.3M | 4 | 3 |
| Mar 2022 | $198.9M | $160.5M | $38.4M | 4 | 0 |
| Apr 2021 | $180.5M | $148.1M | $32.4M | 4 | 1 |
| Jul 2020 | $131.8M | $107.8M | $23.9M | 4 | 1 |
| Jun 2020 | $131.8M | $107.8M | $23.9M | 4 | 1 |
| Mar 2020 | $131.8M | $107.8M | $23.9M | 4 | 1 |
| Mar 2019 | $138.7M | $115M | $23.7M | 4 | 1 |
| Mar 2018 | $133.9M | $107.8M | $26.1M | 4 | 6 |
| May 2017 | $113.6M | $91M | $22.6M | 4 | 200 |
| Mar 2017 | $113.6M | $91M | $22.6M | 4 | 200 |
| Mar 2016 | $104.7M | $81.8M | $22.9M | 4 | 200 |
| Mar 2015 | $100.3M | $85.3M | $14.9M | 4 | 200 |
| Mar 2014 | $90.3M | $65.2M | $25.1M | 4 | 200 |
| Mar 2013 | $99.2M | $85.9M | $13.3M | 6 | 300 |
| Dec 2012 | $91.5M | $74.6M | $16.9M | 6 | 300 |
| Mar 2012 | $91.5M | $74.6M | $16.9M | 1 | 300 |
| Nov 2011 | $93.4M | $79M | $14.4M | 1 | 251 |
| Mar 2011 | $93.4M | $79M | $14.4M | 5 | -- |
| May 2010 | $70.1M | $54.3M | $15.8M | 10 | -- |
| Mar 2009 | $50.3M | $40.1M | $10.2M | 5 | -- |
| Mar 2008 | $54.3M | $41.6M | $12.7M | 5 | -- |
| Mar 2007 | $48.2M | $36.2M | $12.1M | 5 | -- |
| Jan 2007 | $30M | $25M | $5M | 5 | -- |
| Jan 2006 | $30M | $25M | $5M | 5 | -- |
| Jan 2006 | $30M | $25M | $5M | 5 | -- |
DateJul 2025
Total AUM$233.1M
Discretionary$197.1M
Non-Disc.$35.9M
Employees6
Clients0
DateJul 2025
Total AUM$233.1M
Discretionary$197.1M
Non-Disc.$35.9M
Employees6
Clients0
DateJul 2025
Total AUM$233.1M
Discretionary$197.1M
Non-Disc.$35.9M
Employees6
Clients0
DateMay 2025
Total AUM$233.1M
Discretionary$197.1M
Non-Disc.$35.9M
Employees6
Clients0
DateApr 2025
Total AUM$233.1M
Discretionary$197.1M
Non-Disc.$35.9M
Employees6
Clients0
DateApr 2025
Total AUM$233.1M
Discretionary$197.1M
Non-Disc.$35.9M
Employees6
Clients0
DateApr 2025
Total AUM$233.1M
Discretionary$197.1M
Non-Disc.$35.9M
Employees6
Clients0
DateMar 2025
Total AUM$204.6M
Discretionary$167.6M
Non-Disc.$36.9M
Employees6
Clients0
DateDec 2024
Total AUM$204.6M
Discretionary$167.6M
Non-Disc.$36.9M
Employees4
Clients0
DateMar 2024
Total AUM$204.6M
Discretionary$167.6M
Non-Disc.$36.9M
Employees4
Clients0
DateApr 2023
Total AUM$184.4M
Discretionary$152.1M
Non-Disc.$32.3M
Employees4
Clients3
DateMar 2023
Total AUM$184.4M
Discretionary$152.1M
Non-Disc.$32.3M
Employees4
Clients3
DateMar 2022
Total AUM$198.9M
Discretionary$160.5M
Non-Disc.$38.4M
Employees4
Clients0
DateApr 2021
Total AUM$180.5M
Discretionary$148.1M
Non-Disc.$32.4M
Employees4
Clients1
DateJul 2020
Total AUM$131.8M
Discretionary$107.8M
Non-Disc.$23.9M
Employees4
Clients1
DateJun 2020
Total AUM$131.8M
Discretionary$107.8M
Non-Disc.$23.9M
Employees4
Clients1
DateMar 2020
Total AUM$131.8M
Discretionary$107.8M
Non-Disc.$23.9M
Employees4
Clients1
DateMar 2019
Total AUM$138.7M
Discretionary$115M
Non-Disc.$23.7M
Employees4
Clients1
DateMar 2018
Total AUM$133.9M
Discretionary$107.8M
Non-Disc.$26.1M
Employees4
Clients6
DateMay 2017
Total AUM$113.6M
Discretionary$91M
Non-Disc.$22.6M
Employees4
Clients200
DateMar 2017
Total AUM$113.6M
Discretionary$91M
Non-Disc.$22.6M
Employees4
Clients200
DateMar 2016
Total AUM$104.7M
Discretionary$81.8M
Non-Disc.$22.9M
Employees4
Clients200
DateMar 2015
Total AUM$100.3M
Discretionary$85.3M
Non-Disc.$14.9M
Employees4
Clients200
DateMar 2014
Total AUM$90.3M
Discretionary$65.2M
Non-Disc.$25.1M
Employees4
Clients200
DateMar 2013
Total AUM$99.2M
Discretionary$85.9M
Non-Disc.$13.3M
Employees6
Clients300
DateDec 2012
Total AUM$91.5M
Discretionary$74.6M
Non-Disc.$16.9M
Employees6
Clients300
DateMar 2012
Total AUM$91.5M
Discretionary$74.6M
Non-Disc.$16.9M
Employees1
Clients300
DateNov 2011
Total AUM$93.4M
Discretionary$79M
Non-Disc.$14.4M
Employees1
Clients251
DateMar 2011
Total AUM$93.4M
Discretionary$79M
Non-Disc.$14.4M
Employees5
Clients--
DateMay 2010
Total AUM$70.1M
Discretionary$54.3M
Non-Disc.$15.8M
Employees10
Clients--
DateMar 2009
Total AUM$50.3M
Discretionary$40.1M
Non-Disc.$10.2M
Employees5
Clients--
DateMar 2008
Total AUM$54.3M
Discretionary$41.6M
Non-Disc.$12.7M
Employees5
Clients--
DateMar 2007
Total AUM$48.2M
Discretionary$36.2M
Non-Disc.$12.1M
Employees5
Clients--
DateJan 2007
Total AUM$30M
Discretionary$25M
Non-Disc.$5M
Employees5
Clients--
DateJan 2006
Total AUM$30M
Discretionary$25M
Non-Disc.$5M
Employees5
Clients--
DateJan 2006
Total AUM$30M
Discretionary$25M
Non-Disc.$5M
Employees5
Clients--