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Chief Compliance Officer · Capstone Wealth Management Group, Inc.

Tiffany M. Forste

CRD 7523398 · Named on Form ADV at one SEC-registered adviser

At a glance

Capstone Wealth Management Group, Inc., an SEC-registered wealth manager based in Bend, OR with $243 million in regulatory assets, lists Tiffany M. Forste on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Tiffany’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Loren T. GardManaging Partner, Principal, Director, Secretary, Capstone Wealth Management Group, Inc.
  • Devon A. GainesManaging Partner, Director, President, Capstone Wealth Management Group, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Tiffany’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.