James Conrads
Capstone Wealth Management Group · Bend, Oregon
James Conrads is a fee-only financial advisor at Capstone Wealth Management Group in Bend, Oregon, who holds the CFP credential. James charges hourly fees.
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Facts
| Firm | Capstone Wealth Management Group |
|---|---|
| Based in | Bend, Oregon |
| Fee model | Hourly |
| Accepting new clients | Yes |
| Assets under management | $243M across 605 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, TX · CRD 4522725 |
| Exams passed | Series 66 (2002) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.capstonewmg.com |
How James's firm compares
- Capstone Wealth Management Group's average account is about $402,000, from its Form ADV (assets managed divided by 605 accounts).
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Questions about James
Is James Conrads a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Capstone Wealth Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James charges hourly fees.
Where is James Conrads based?
James Conrads is based in Bend, Oregon.
What credentials does James Conrads hold?
James Conrads holds the CFP credential.
Is James Conrads registered with the SEC?
Yes. James Conrads is registered as an investment adviser representative in OR and TX (CRD 4522725), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Capstone Wealth Management Group manage?
Capstone Wealth Management Group reports $243M across 605 accounts in assets under management.
How do I contact James Conrads?
Through James's website, www.capstonewmg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Capstone Wealth Management Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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