Michael J. Papi
Investment adviser representative at Capstone Wealth Management Group, LLC
12 yearsExperience
1 stateRegistered in
$356.1MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Capstone Wealth Management Group, LLCMar 2022 to now
- UnemployedOct 2021 to Mar 2022
- Gastonia Honey HuntersApr 2021 to Oct 2021
- UnemployedSep 2020 to Mar 2021
- Cleveland IndiansJul 2014 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
Capstone Wealth Management Group, LLC
$356.1MAssets managed
524Clients
6Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7523880
- Firm CRD
- 284547