CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CRD #284547 SEC #801-118547 DUNMORE, PA (888) 587-7526
SEC Registered
Total AUM
$291.7M
Discretionary
$281M
Employees
5
Clients
51
Accounts
1,335
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $291.7M | $281M | $10.7M | 5 | 0 |
| Apr 2025 | $291.7M | $281M | $10.7M | 5 | 0 |
| Feb 2025 | $291.7M | $281M | $10.7M | 5 | 0 |
| Sep 2024 | $248.8M | $238M | $10.8M | 5 | 0 |
| Mar 2024 | $248.8M | $238M | $10.8M | 5 | 0 |
| Nov 2023 | $213.3M | $196.8M | $16.5M | 5 | 0 |
| Feb 2023 | $213.3M | $196.8M | $16.5M | 5 | 0 |
| Oct 2022 | $216.4M | $201.3M | $15.1M | 5 | 0 |
| Jun 2022 | $216.4M | $201.3M | $15.1M | 5 | 0 |
| Apr 2022 | $216.4M | $201.3M | $15.1M | 5 | 0 |
| Mar 2022 | $216.4M | $201.3M | $15.1M | 4 | 0 |
| Mar 2022 | $216.4M | $201.3M | $15.1M | 4 | 0 |
| Mar 2021 | $178.5M | $161.7M | $16.7M | 5 | 0 |
| Jan 2021 | $116M | $116M | $0 | 5 | 0 |
| Nov 2020 | $116M | $116M | $0 | 5 | 0 |
| Oct 2020 | $116M | $116M | $0 | 5 | 0 |
| Jul 2020 | $116M | $116M | $0 | 5 | 0 |
| Jun 2020 | $116M | $116M | $0 | 5 | 0 |
| Jun 2020 | $116M | $116M | $0 | 5 | 0 |
| Apr 2020 | $116M | $116M | $0 | 5 | 0 |
| Mar 2020 | $116M | $116M | $0 | 5 | 0 |
| Apr 2017 | $69.1M | $32.2M | $36.9M | 4 | 200 |
| Feb 2017 | $69.1M | $32.2M | $36.9M | 4 | 200 |
| Jan 2017 | $69.1M | $32.2M | $36.9M | 4 | 200 |
| Dec 2016 | $0 | $0 | $0 | 3 | 0 |
| Jul 2016 | $0 | $0 | $0 | 3 | 0 |
| Jul 2016 | $0 | $0 | $0 | 1 | 0 |
| Jul 2016 | $0 | $0 | $0 | 1 | 0 |
DateMay 2025
Total AUM$291.7M
Discretionary$281M
Non-Disc.$10.7M
Employees5
Clients0
DateApr 2025
Total AUM$291.7M
Discretionary$281M
Non-Disc.$10.7M
Employees5
Clients0
DateFeb 2025
Total AUM$291.7M
Discretionary$281M
Non-Disc.$10.7M
Employees5
Clients0
DateSep 2024
Total AUM$248.8M
Discretionary$238M
Non-Disc.$10.8M
Employees5
Clients0
DateMar 2024
Total AUM$248.8M
Discretionary$238M
Non-Disc.$10.8M
Employees5
Clients0
DateNov 2023
Total AUM$213.3M
Discretionary$196.8M
Non-Disc.$16.5M
Employees5
Clients0
DateFeb 2023
Total AUM$213.3M
Discretionary$196.8M
Non-Disc.$16.5M
Employees5
Clients0
DateOct 2022
Total AUM$216.4M
Discretionary$201.3M
Non-Disc.$15.1M
Employees5
Clients0
DateJun 2022
Total AUM$216.4M
Discretionary$201.3M
Non-Disc.$15.1M
Employees5
Clients0
DateApr 2022
Total AUM$216.4M
Discretionary$201.3M
Non-Disc.$15.1M
Employees5
Clients0
DateMar 2022
Total AUM$216.4M
Discretionary$201.3M
Non-Disc.$15.1M
Employees4
Clients0
DateMar 2022
Total AUM$216.4M
Discretionary$201.3M
Non-Disc.$15.1M
Employees4
Clients0
DateMar 2021
Total AUM$178.5M
Discretionary$161.7M
Non-Disc.$16.7M
Employees5
Clients0
DateJan 2021
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees5
Clients0
DateNov 2020
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees5
Clients0
DateOct 2020
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees5
Clients0
DateApr 2020
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees5
Clients0
DateApr 2017
Total AUM$69.1M
Discretionary$32.2M
Non-Disc.$36.9M
Employees4
Clients200
DateFeb 2017
Total AUM$69.1M
Discretionary$32.2M
Non-Disc.$36.9M
Employees4
Clients200
DateJan 2017
Total AUM$69.1M
Discretionary$32.2M
Non-Disc.$36.9M
Employees4
Clients200
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0