# CAPSTONE WEALTH MANAGEMENT GROUP, LLC

CAPSTONE WEALTH MANAGEMENT GROUP, LLC of BEND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 128097
- Type: SEC-registered investment adviser
- SEC file number: 801-66144
- Location: 404 SW COLUMBIA ST., SUITE 230, BEND, OR, 97702-3453
- Phone: 541-330-0266
- Latest filing: 2026-07-29
- Regulatory AUM: $266.1M
- Discretionary AUM: $218.4M
- Non-discretionary AUM: $47.7M
- Clients: 6
- Accounts: 717

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (9)

| 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 | — |


## Disclosures (11)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | criminal | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128097/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128097/similar
- Related entities: https://search.stillhousedata.com/firm/128097/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128097

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.