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Capstone Wealth Management Group, Inc. Info

Capstone Wealth Management Group, Inc. info

Capstone Wealth Management Group, Inc. (SEC CIK 2140601) first filed with the SEC on 2026-07-27 (Form 13F-HR) and has filed 2 times since, including 1 Form 13F-HR quarterly holdings reports. It is organized in OR and registered at 404 SW COLUMBIA ST, STE 230, BEND, OR, 97702.

  • Name: Value Capstone Wealth Management Group, Inc..
  • SEC CIK: Value 2140601.
  • State of organization: Value OR.
  • Business address: Value 404 SW COLUMBIA ST, STE 230, BEND, OR, 97702.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameCapstone Wealth Management Group, Inc.
SEC CIK2140601
State of organizationOR
Business address404 SW COLUMBIA ST, STE 230, BEND, OR, 97702
Mailing address404 SW COLUMBIA ST, STE 230, BEND, OR, 97702
Phone(541) 330-0266
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2026-07-27 (Form 13F-HR)
Latest SEC filing2026-08-06 (Form N-PX)
Filings on EDGAR2
First Form 13F-HR2026-07-27 (quarter ended 2026-06-30)
Latest Form 13F-HR2026-07-27 (quarter ended 2026-06-30)
Form 13F-HR filings1

Filings by Form

FormFilingsLatest
13F-HR12026-07-27
N-PX12026-08-06

Filings by Year

YearFilingsForm 13F-HR
202621

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