CAPSTONE WEALTH MANAGEMENT GROUP, LLC of BEND, OR is an SEC-registered investment adviser (CRD 128097). Regulatory assets under management: $266.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| James Michael Conrads | MANAGING MEMBER/PRINCIPAL | — |
| Kevin John Serrapede | CHIEF COMPLIANCE OFFICER | — |
| SAVAGE DAVID ADAIR | PRINCIPAL; PRINCIPAL/CHEIF COMPLIANCE OFFICER | — |
| CONRADS JAMES MICHAEL | MANAGING MEMBER/PRINCIPAL; PRINCIPAL; SHAREHOLDER | — |
| SERRAPEDE KEVIN JOHN | CHIEF COMPLIANCE OFFICER | — |
| BRANT LANCE KEVIN | PRINCIPAL; SHAREHOLDER | — |
| GAINES DEVON | MEMBER; SHAREHOLDER | — |
| CUNHA ANTHONY | SHAREHOLDER | — |
| CONRADS MICHAEL JAMES | PRINCIPAL | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | criminal | — | — | — |