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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 30, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KUPCHIK, MCKENZIE, RAE | I | MARKETING DIRECTOR | NA | |
| KUPCHIK, MCKENZIE, RAE | I | MARKETING DIRECTOR | NA | |
| KUPCHIK, MCKENZIE, RAE | I | MARKETING DIRECTOR | NA | |
| KUPCHIK, MCKENZIE, RAE | I | MARKETING DIRECTOR | NA | |
| KUPCHIK, MCKENZIE, RAE | I | MARKETING DIRECTOR | NA | |
| KUPCHIK, MCKENZIE, RAE | I | MARKETING DIRECTOR | NA | |
| KUPCHIK, MCKENZIE, RAE | I | MARKETING DIRECTOR | NA | |
| KUPCHIK, BRYAN, ADAM | I | PRINCIPAL AND WEALTH MANAGER / CHIEF COMPLIANCE OFFICER | E | Control |
| KUPCHIK, BRYAN, ADAM | I | PRINCIPAL AND WEALTH MANAGER / CHIEF COMPLIANCE OFFICER | E | Control |
| KUPCHIK, BRYAN, ADAM | I | PRINCIPAL AND WEALTH MANAGER / CHIEF COMPLIANCE OFFICER | E | Control |
| KUPCHIK, BRYAN, ADAM | I | PRINCIPAL AND WEALTH MANAGER / CHIEF COMPLIANCE OFFICER | E | Control |
| KUPCHIK, BRYAN, ADAM | I | PRINCIPAL AND WEALTH MANAGER / CHIEF COMPLIANCE OFFICER | E | Control |
| KUPCHIK, BRYAN, ADAM | I | PRINCIPAL AND WEALTH MANAGER / CHIEF COMPLIANCE OFFICER | E | Control |
| KUPCHIK, BRYAN, ADAM | I | PRINCIPAL AND WEALTH MANAGER / CHIEF COMPLIANCE OFFICER | E | Control |
| KUPCHIK, BRYAN, ADAM | I | PRINCIPAL AND WEALTH MANAGER / CHIEF COMPLIANCE OFFICER | E | Control |
| KUPCHIK, BRYAN, ADAM | I | PRINCIPAL AND WEALTH MANAGER / CHIEF COMPLIANCE OFFICER | E | Control |
| KUPCHIK, BRYAN, ADAM | I | PRINCIPAL AND WEALTH MANAGER / CHIEF COMPLIANCE OFFICER | E | Control |
| KUPCHIK, BRYAN, ADAM | I | PRINCIPAL AND WEALTH MANAGER / CHIEF COMPLIANCE OFFICER | E | Control |
| KUPCHIK, BRYAN, ADAM | I | PRINCIPAL AND WEALTH MANAGER / CHIEF COMPLIANCE OFFICER | E | Control |
| KUPCHIK, BRYAN, ADAM | I | PRINCIPAL AND WEALTH MANAGER / CHIEF COMPLIANCE OFFICER | E | Control |
| KUPCHIK, BRYAN, ADAM | I | PRINCIPAL AND WEALTH MANAGER / CHIEF COMPLIANCE OFFICER | E | Control |
| KUPCHIK, BRYAN, ADAM | I | PRINCIPAL AND WEALTH MANAGER / CHIEF COMPLIANCE OFFICER | E | Control |
| KUPCHIK, BRYAN, ADAM | I | PRINCIPAL AND WEALTH MANAGER / CHIEF COMPLIANCE OFFICER | E | Control |
| KUPCHIK, BRYAN, ADAM | I | PRINCIPAL AND WEALTH MANAGER / CHIEF COMPLIANCE OFFICER | E | Control |
| KUPCHIK, BRYAN, ADAM | I | PRINCIPAL AND WEALTH MANAGER / CHIEF COMPLIANCE OFFICER | E | Control |
| KUPCHIK, BRYAN, ADAM | I | PRINCIPAL AND WEALTH MANAGER / CHIEF COMPLIANCE OFFICER | E | Control |
| KUPCHIK, BRYAN, ADAM | I | PRINCIPAL AND WEALTH MANAGER / CHIEF COMPLIANCE OFFICER | E | Control |
| WINN, CHRISTOPHER, EDWARD | I | MEMBER AND INTERIM CCO | E | Control |
| WINN, CHRISTOPHER, EDWARD | I | MEMBER AND INTERIM CCO | E | Control |
| KUPCHIK, BRYAN, ADAM | I | PRINCIPAL AND WEALTH MANAGER / CHIEF COMPLIANCE OFFICER | D | Control |
| KUPCHIK, BRYAN, ADAM | I | PRINCIPAL AND WEALTH MANAGER / CHIEF COMPLIANCE OFFICER | D | Control |
| KUPCHIK, BRYAN, ADAM | I | PRINCIPAL AND WEALTH MANAGER / CHIEF COMPLIANCE OFFICER | D | Control |
| KUPCHIK, BRYAN, ADAM | I | PRINCIPAL AND WEALTH MANAGER / CHIEF COMPLIANCE OFFICER | D | Control |
| KUPCHIK, BRYAN, ADAM | I | PRINCIPAL AND WEALTH MANAGER / CHIEF COMPLIANCE OFFICER | D | Control |
| KUPCHIK, BRYAN, ADAM | I | PRINCIPAL AND WEALTH MANAGER / CHIEF COMPLIANCE OFFICER | D | Control |
| KUPCHIK, BRYAN, ADAM | I | PRINCIPAL AND WEALTH MANAGER / CHIEF COMPLIANCE OFFICER | D | Control |
| KUPCHIK, BRYAN, ADAM | I | PRINCIPAL AND WEALTH MANAGER / CHIEF COMPLIANCE OFFICER | D | Control |
| KUPCHIK, BRYAN, ADAM | I | PRINCIPAL AND WEALTH MANAGER / CHIEF COMPLIANCE OFFICER | D | Control |
| KUPCHIK, BRYAN, ADAM | I | PRINCIPAL AND WEALTH MANAGER / CHIEF COMPLIANCE OFFICER | D | Control |
| SCHULTZ, ROBERT, GLENN | I | PRINCIPAL AND WEALTH MANAGER | D | Control |
| SCHULTZ, ROBERT, GLENN | I | PRINCIPAL AND WEALTH MANAGER | D | Control |
| SCHULTZ, ROBERT, GLENN | I | PRINCIPAL AND WEALTH MANAGER | D | Control |
| SCHULTZ, ROBERT, GLENN | I | PRINCIPAL AND WEALTH MANAGER | D | Control |
| SCHULTZ, ROBERT, GLENN | I | PRINCIPAL AND WEALTH MANAGER | D | Control |
| SCHULTZ, ROBERT, GLENN | I | PRINCIPAL AND WEALTH MANAGER | D | Control |
| SCHULTZ, ROBERT, GLENN | I | PRINCIPAL AND WEALTH MANAGER | D | Control |
| SCHULTZ, ROBERT, GLENN | I | PRINCIPAL AND WEALTH MANAGER | D | Control |
| CONDEELIS, RICHARD, JAMES | I | PRINCIPAL AND WEALTH MANAGER | B | Control |
| CONDEELIS, RICHARD, JAMES | I | PRINCIPAL AND WEALTH MANAGER | B | Control |
| CONDEELIS, RICHARD, JAMES | I | PRINCIPAL AND WEALTH MANAGER | B | Control |
| CONDEELIS, RICHARD, JAMES | I | PRINCIPAL AND WEALTH MANAGER | B | Control |
| CONDEELIS, RICHARD, JAMES | I | PRINCIPAL AND WEALTH MANAGER | B | Control |
| CONDEELIS, RICHARD, JAMES | I | PRINCIPAL AND WEALTH MANAGER | B | Control |
| CONDEELIS, RICHARD, JAMES | I | PRINCIPAL AND WEALTH MANAGER | B | Control |
| CONDEELIS, RICHARD, JAMES | I | PRINCIPAL AND WEALTH MANAGER | B | Control |
| CONDEELIS, RICHARD, JAMES | I | PRINCIPAL AND WEALTH MANAGER | B | Control |
| CONDEELIS, RICHARD, JAMES | I | PRINCIPAL AND WEALTH MANAGER | B | Control |
| CONDEELIS, RICHARD, JAMES | I | PRINCIPAL AND WEALTH MANAGER | B | Control |
| CONDEELIS, RICHARD, JAMES | I | PRINCIPAL AND WEALTH MANAGER | B | Control |
| CONDEELIS, RICHARD, JAMES | I | PRINCIPAL AND WEALTH MANAGER | B | Control |
| CONDEELIS, RICHARD, JAMES | I | PRINCIPAL AND WEALTH MANAGER | B | Control |
| CONDEELIS, RICHARD, JAMES | I | PRINCIPAL AND WEALTH MANAGER | B | Control |
| CONDEELIS, RICHARD, JAMES | I | PRINCIPAL AND WEALTH MANAGER | B | Control |
| CONDEELIS, RICHARD, JAMES | I | PRINCIPAL AND WEALTH MANAGER | B | Control |
Registrations
Federal
IA
May 30, 2025 REGISTERED
Notice Filings (7)
FL NC NJ NY PA SC TX
Address
1202 MEADE STREETDUNMORE, PA 18512
United States
Phone: (888) 587-7526