AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
DG

Devon A. Gaines

CAPSTONE WEALTH MANAGEMENT GROUP
BEND, OR 97702
Some features on this profile are disabled
CRD#: 5274324
DG
Devon A. GainesCAPSTONE WEALTH MANAGEMENT GROUP

Professional summary


Devon A. Gaines, who also goes by Devon Gaines, is a registered financial advisor currently at CAPSTONE WEALTH MANAGEMENT GROUP, INC. located in Bend, Oregon.

Devon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Devon has worked at 2 firms and has passed the Series 65 exam.

At a Glance


Always Fiduciary

Aliases


Devon Gaines

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.
Devon A. Gaines is employed as a Certified Public Accountant as a tax and accounting professional and provides services through Capstone Wealth Management Group, Inc..

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Devon A. Gaines'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®
None

Experience


Current

February 27, 2026 - Present

CAPSTONE WEALTH MANAGEMENT GROUP, INC.

Office #1: 404 Sw Columbia Street Suite 230, Bend, OR 97702
RIA
CRD#: 340135
BEND, OR
Past

October 9, 2009 - July 28, 2026

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

RIA
CRD#: 128097
BEND, OR

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.

Highlighted states indicate IAR registrations

IAR
Oregon
(2/27/2026)
IAR
Texas
(3/3/2026)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/8/2009
Uniform Investment Adviser Law Examination

Current Firm


CW
CAPSTONE WEALTH MANAGEMENT GROUP, INC.
CAPSTONE WEALTH MANAGEMENT GROUP, INC. | G & G ADVISORY GROUP, INC,

CRD#: 340135 / SEC#: 801-135432

RIA
Registered Investment Advisory firm - (2/27/2026 120-Day Approval)
Loading...

Contact information


Main Address
404 Sw Columbia Street Suite 230, Bend, OR 97702
Mailing Address
Phone number
(541) 330-0266
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (8 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A- CAPSTONE WEALTH MANAGEMENT GROUP, INC. (1/27/2026)
0

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.

Company Information


CAPSTONE WEALTH MANAGEMENT GROUP, INC.

CRD#: 340135Bend, OR 97702

TRUST BUT VERIFY

Monitor Devon Gaines

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


GH
Gregory HarrisAdvisorCheck Check Mark
PFS INVESTMENTS INC.
RR
FARMINGDALE, NY
AM
Aaron MilliganAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
TYLER, TX
JL
Justin LizamaAdvisorCheck Check Mark
SIMPLE FINANCIAL, LLC
IAR
WEST JORDAN, UT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.