SourcingSourcing

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

C38
CRD 284547·SEC 801-118547·DUNMORE, PA
AUM
$356.1M
$100M-$500M
Est. Revenue
$3.6M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CRD
284547
SEC file #
801-118547
EIN
813256330
DBA names
—

Economics

AUM
$356.1M
AUM band
$100M-$500M
AUM trajectory
'21'26
$116.0M → $356.1M▲ +207%
Client mix
Individuals Other442
Individuals High Net Worth82

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'21'26
3 advisors → 4 advisors▲ +33%
Primary office
DUNMORE PA
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/16/2026
ADV-W filed at
—
Website
capstone-wealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KUPCHIK, BRYAN, ADAM
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
KUPCHIK, BRYAN, ADAM
CONDEELIS, RICHARD, JAMES
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CAPSTONE-WEALTH.COM
Rdap Domain Creation Date
2016-07-13T14:34:56Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001923052
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-04-12
Edgar Last Filing Date
2026-04-29
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-04-29
Accession0001951757-26-000753

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1774
Soi Zip Pct 200k Plus
0.0321
Soi Zip Returns 200k Plus
210
Soi Zip Total AGI
459,421
Fdic Zip Total Deposits
18,917,695,000
Fdic Zip Branch Count
262
Fdic Zip Top Banks
The Fidelity Deposit and Discount Bank
First National Community Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Lpl Financial5
E*trade4
Edgar Addresses
Mailing
1202 MEADE STREETDUNMORE, PA 18512
Business
1202 MEADE STREETDUNMORE, PA 18512
Edgar EIN
813256330
Edgar Recent Filings
13F-HR2026-04-29 · 0001951757-26-000753
13F-HR2026-02-13 · 0001951757-26-000442
Fdic Zip Branches Raw
The Fidelity Deposit and Discount BankDunmore, PA
The Fidelity Deposit and Discount BankDunmore, PA
Fdic Zip HHI
2568.33
Fdic Zip Top Bank Share Pct
40.94
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-07-13T14:34:56Z
Rdap Domain Last Changed
2024-07-14T16:32:14Z
Rdap Nameservers
Ns75.domaincontrol.comNs76.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI21,370
Returns1,880
Stub 2
AGI63,563
Returns1,700
Stub 3
AGI69,164
Returns1,130
Soi Zip Total Business Income
10,874
Soi Zip Total Cap Gains
13,745
Soi Zip Total Dividends
8,584
Soi Zip Total Returns
6,540
Top Owner CRD
2635746
Trust Company Affiliate
No

People (6)

6
KUPCHIK, BRYAN, ADAM
IAR · Direct Owner · 87.5%
2635746
CONDEELIS, RICHARD, JAMES
IAR · Direct Owner · 17.5%
6693563
Michael J. Papi
IAR
7523880
Kathleen Jane Tatulli
IAR
7059697
JOSEPH MICHAEL ALU
IAR
7012795
ROBERT GLENN SCHULTZ
IAR
3180021