Capstone Wealth Management Group, INC.: new SEC registration, $243M AUM, Bend, OR
Capstone Wealth Management Group, INC. (Bend, Oregon): new SEC registration, $243M AUM, Bend, OR. Its amount of 243 is above the median of 134 (73rd percentile). Dated 250 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 243 · 73th percentile of 1,149 NewRiaPulse records · 1.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 12 related OR NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Capstone Wealth Management Group, INC. |
| Legal name | Capstone Wealth Management Group, INC. |
| CRD | 340135 |
| Status | Approved |
| Registered with the SEC | 2026-02-27 |
| Latest Form ADV filing | 2026-07-09 |
| Location | Bend, OR, United States |
| Regulatory AUM | $243,000,000 |
| Accounts | 605 |
| Employees | 5 |
| Website | https://www.capstonewmg.com/ |
| amount percentile | 73th of 1,149 (median 134, 1.8x median) |
| Peer records CSV (13 OR records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-02-27
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (OR first): Efm Investments & Advisory LLC · Washington Park Capital Management, LLC · Stonepine Capital Management, LLC · J.P. Capital Management, INC. · Axia Wealth Management INC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Capstone Wealth Management Group, INC. and 13 Oregon peers
- Oregon NewRiaPulse records like this one: 13
- Capstone Wealth Management Group, INC.'s amount: 73rd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Oregon peer: $2,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $243M under management.
- Website on file.
What is the NewRiaPulse record for Capstone Wealth Management Group, INC. in Bend, Oregon?
Capstone Wealth Management Group, INC. received SEC registration as an investment adviser (2026-02-27) with $243,000,000 in regulatory assets under management, based in Bend, OR.
How does Capstone Wealth Management Group, INC. compare to other Oregon NewRiaPulse records?
Its amount of 243 sits in the upper half (73th percentile) of 1,149 records; the median is 134. It is 250 days old; check the official source for later updates before acting.
Capstone Wealth Management Group, INC. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Capstone Wealth Management Group, INC. | Bend, OR | 243 | 73rd | 2026-02-27 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Oregon NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.