Capstone Wealth Management Group, Llc
- Regulatory AUM
- $356M
- Discretionary
- $312M
- Clients
- 524
- Avg AUM / client
- $680K
- Accounts
- 1,548
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 442 | $113M | 31.7% |
| High net worth individuals | 82 | $240M | 67.4% |
| Charitable organizations | Fewer than 5 clients | $2.8M | 0.78% |
| Corporations and other businesses | Fewer than 5 clients | $570K | 0.16% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Beacon Specialized Living 401(k) Plan Beacon Specialized Living Services, Inc. | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bryan Adam Kupchik | Principal And Wealth Manager / Chief Compliance Officer | CFP | Jul 2016 (10y) | 75% or more |
| Richard James Condeelis | Principal And Wealth Manager | Jan 2017 (10y) | 10% – 25% | |
| Robert Glenn Schultz | Registered representative | Jul 2016 (10y) | ||
| Joseph Michael Alu | Registered representative | Sep 2018 (8y) | ||
| Kathleen Jane Tatulli | Registered representative | Jan 2019 (8y) | ||
| Michael J. Papi | Registered representative | Nov 2023 (3y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Beacon Specialized Living 401(k) Plan | Beacon Specialized Living Services, Inc. | 2,611 | $15.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/16/2026 | 919 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- LPL Financial $303M (85% of AUM) Apr 2026
- Vanguard Marketing Corporation $22.6M (13% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 16, 2026.
View current Form ADV (SEC/IAPD) ↗