# CAPSTONE WEALTH MANAGEMENT GROUP, INC.

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

## Registration

- CRD: 340135
- Type: SEC-registered investment adviser
- SEC file number: 801-135432
- Location: 404 SW COLUMBIA STREET, SUITE 230, BEND, OR, 97702
- Phone: 541.330.0266
- Latest filing: 2026-07-09
- Regulatory AUM: $243.0M
- Discretionary AUM: $238.0M
- Non-discretionary AUM: $5.0M
- Clients: 5
- Accounts: 605

## Business model

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

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Loren Thomas Gard | MANAGING PARTNER, CCO, DIRECTOR, SECRETARY; MANAGING PARTNER, PRINCIPAL, DIRECTOR, SECRETARY | — |
| Devon A Gaines | MANAGING PARTNER, DIRECTOR, PRESIDENT | — |
| Devon A. Gaines | MANAGING PARTNER, DIRECTOR, PRESIDENT | — |
| Tiffany Michelle Setzke Forste | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | (541) 330-0266 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/340135/brochure
- Similar advisers: https://search.stillhousedata.com/firm/340135/similar
- Related entities: https://search.stillhousedata.com/firm/340135/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/340135

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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.