CAPSTONE WEALTH MANAGEMENT GROUP, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $266.1M |
| Discretionary | $218.4M82% of AUM |
| Non-Discretionary | $47.7M |
| Client Accounts | 717 |
| Avg Account Size | $371K |
| Employees | 6 |
| Peak AUM | $266.1MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $266M | +30.1% | +13.0% | +8.1% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $266.1M |
| Discretionary | $218.4M |
| Employees | 6 |
| Client Accounts | 717 |
| Client Range | 0 |
Contact & Location
Address
404 SW COLUMBIA ST.
BEND OR 97702-3453
Phone
541-330-0266
Filing History
49 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$218M
82.1% of AUM
Non-Discretionary
$48M
17.9% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Insurance Company