Bryan A. Kupchik

CAPSTONE WEALTH MANAGEMENT GROUP

DUNMORE, PA 18512

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CRD#: 2635746

Professional summary

Bryan Adam Kupchik, AIF®, CFP®, who also goes by Bryan A Kupchik, is a registered financial advisor currently at CAPSTONE WEALTH MANAGEMENT GROUP, LLC located in Dunmore, Pennsylvania and LPL FINANCIAL LLC located in Dunmore, Pennsylvania.

Bryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Bryan has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Aliases

Bryan A Kupchik

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Adam Kupchik's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

July 22, 2016 - Present

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

Office #1: 1202 Meade Street, Dunmore, PA 18512

RIA

CRD#: 284547

DUNMORE, PA

Current

July 22, 2016 - Present

LPL FINANCIAL LLC

Office #1: 1202 Meade St, Dunmore, PA 18512

RIA

CRD#: 6413

DUNMORE, PA

Past

August 11, 2025 - July 13, 2026

LPL FINANCIAL LLC

RIA

CRD#: 6413

PHOENIX, AZ

Past

February 14, 2014 - August 25, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

CLARKS GREEN, PA

Past

February 14, 2014 - August 25, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

CLARKS GREEN, PA

Past

May 13, 2005 - February 25, 2014

LPL FINANCIAL LLC

CRD#: 6413

CLARKS GREEN, PA

Past

January 21, 2004 - May 17, 2005

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

KINGSTON, PA

Past

November 6, 2001 - May 17, 2005

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

October 16, 1997 - November 8, 2001

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

BHK ADVISORS, LLC | CAPSTONE WEALTH MANAGEMENT GROUP, LLC

CRD#: 284547 / SEC#: 801-118547

RIA

Registered Investment Advisory firm - (4/27/2020 Approved)

Pennsylvania

Registered Investment Advisory firm - (6/5/2020 Terminated)

Texas

Registered Investment Advisory firm - (6/4/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(5/8/2019)

Arkansas
(7/22/2016)

California
(1/13/2021)

Colorado
(7/22/2016)

Delaware
(9/2/2020)

Florida
(7/22/2016)

Georgia
(7/22/2016)

Indiana
(7/22/2016)

Iowa
(4/18/2018)

Maryland
(7/22/2016)

Michigan
(2/1/2021)

Missouri
(7/22/2016)

Nevada
(7/22/2016)

New Jersey
(8/17/2017)

New York
(7/22/2016)

North Carolina
(7/22/2016)

Oregon
(7/22/2016)

Pennsylvania
(7/22/2016)

IAR

Pennsylvania
(7/22/2016)

South Carolina
(7/22/2016)

Texas
(7/22/2016)

IAR

Texas
(10/3/2017)

Virginia
(7/22/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/11/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/11/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/15/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/29/2005

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

BHK ADVISORS, LLC | CAPSTONE WEALTH MANAGEMENT GROUP, LLC

CRD#: 284547 / SEC#: 801-118547

RIA

Registered Investment Advisory firm - (4/27/2020 Approved)

Pennsylvania

Registered Investment Advisory firm - (6/5/2020 Terminated)

Texas

Registered Investment Advisory firm - (6/4/2020 Terminated)

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Contact information

Main Address

1202 Meade Street, Dunmore, PA 18512

Mailing Address

Phone number

(888) 587-7526

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CAPSTONE DISCLOSURE BROCHURE, BROCHURE SUPPLEMENT AND PRIVACY POLICY (2/19/2026)

Regulatory assets under management

Total Number of Accounts	1,548
AUM (Assets Under Management)	$ 356,144,460

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Bryan A. Kupchik

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Adam Kupchik's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/11/1997

Series 63

Date: 11/11/1997

SIE

Date: 10/1/2018

Series 7

Date: 10/15/1997

Series 24

Date: 7/29/2005

FINRA

Current Firm

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

TRUST BUT VERIFY

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