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
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 8, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRANT, LANCE, KEVIN | I | PRINCIPAL | NA | Control |
| CONRADS, JAMES, MICHAEL | I | PRINCIPAL | NA | Control |
| SAVAGE, DAVID, ADAIR | I | PRINCIPAL | NA | Control |
| SAVAGE, DAVID, ADAIR | I | PRINCIPAL | NA | Control |
| SAVAGE, DAVID, ADAIR | I | PRINCIPAL | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SERRAPEDE, KEVIN, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAPSTONE ADVISORY SERVICES GROUP, INC. | DE | MANAGING MEMBER | E | Control |
| CONRADS, JAMES, MICHAEL | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CONRADS, JAMES, MICHAEL | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CONRADS, JAMES, MICHAEL | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CONRADS, JAMES, MICHAEL | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CONRADS, JAMES, MICHAEL | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CONRADS, JAMES, MICHAEL | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CONRADS, JAMES, MICHAEL | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CONRADS, JAMES, MICHAEL | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CONRADS, JAMES, MICHAEL | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CONRADS, JAMES, MICHAEL | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CONRADS, JAMES, MICHAEL | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CONRADS, JAMES, MICHAEL | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CONRADS, JAMES, MICHAEL | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CONRADS, JAMES, MICHAEL | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CONRADS, JAMES, MICHAEL | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CONRADS, JAMES, MICHAEL | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CONRADS, JAMES, MICHAEL | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CONRADS, JAMES, MICHAEL | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CONRADS, JAMES, MICHAEL | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CONRADS, JAMES, MICHAEL | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CONRADS, JAMES, MICHAEL | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CONRADS, JAMES, MICHAEL | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CONRADS, JAMES, MICHAEL | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CONRADS, JAMES, MICHAEL | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CONRADS, JAMES, MICHAEL | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CONRADS, JAMES, MICHAEL | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CONRADS, JAMES, MICHAEL | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CONRADS, JAMES, MICHAEL | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CONRADS, JAMES, MICHAEL | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CONRADS, JAMES, MICHAEL | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CONRADS, JAMES, MICHAEL | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CONRADS, JAMES, MICHAEL | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CONRADS, JAMES, MICHAEL | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CONRADS, JAMES, MICHAEL | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CONRADS, JAMES, MICHAEL | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CONRADS, JAMES, MICHAEL | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CONRADS, JAMES, MICHAEL | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CONRADS, JAMES, MICHAEL | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CONRADS, JAMES, MICHAEL | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CONRADS, JAMES, MICHAEL | I | PRINCIPAL | D | Control |
| CONRADS, MICHAEL, JAMES | I | PRINCIPAL | D | Control |
| SAVAGE, DAVID, ADAIR | I | PRINCIPAL | D | Control |
| SAVAGE, DAVID, ADAIR | I | PRINCIPAL/CHEIF COMPLIANCE OFFICER | D | Control |
| BRANT, LANCE, KEVIN | I | PRINCIPAL | C | Control |
| BRANT, LANCE, KEVIN | I | PRINCIPAL | C | Control |
| CONRADS, JAMES, MICHAEL | I | PRINCIPAL | C | Control |
| CONRADS, JAMES, MICHAEL | I | PRINCIPAL | C | Control |
| GAINES, DEVON | I | MEMBER | C | |
| GAINES, DEVON | I | MEMBER | C |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BRANT, LANCE, KEVIN | I | CAPSTONE ADVISORY SERVICES GROUP, INC. | C | Control |
| CONRADS, JAMES, MICHAEL | I | CAPSTONE ADVISORY SERVICES GROUP, INC. | C | Control |
| GAINES, DEVON | I | CAPSTONE ADVISORY SERVICES GROUP, INC. | C | Control |
Registrations
Federal
IA
Jul 8, 2025 REGISTERED
Notice Filings (13)
CA CO HI MD NH NM NY OH OR PA TX VA WA
Address
404 SW COLUMBIA ST.SUITE 230
BEND, OR 97702-3453
United States
Phone: 541-330-0266