Ronald Stoner has been an investment adviser representative at Capstone Wealth Management Group since March 2026, and is not listed among the firm’s executive officers or direct owners. Ronald Stoner holds an MS in Management from Stanford University and a BA in Economics and Government from the University of Virginia.
Capstone Wealth Management Group, Inc. is a Bend, OR firm with $243M under management, 255 clients and 5 advisers across 2 offices, as of its July 2026 filing.
Ronald Stoner is an Investment Advisor Representative of Capstone Wealth Management Group. Stoner has been an Investment Advisor Representative of Capstone since November 2006. Earlier, Stoner worked at Pacific Gas and Electric from July 1984 to January 2005, and was retired from January 2005 to November 2006.
Ronald Stoner’s longest registration was 19 years at Capstone Wealth Management Group, LLC (2006–2026). Before joining Capstone Wealth Management Group in 2026, Ronald Stoner was registered through Capstone Wealth Management Group, LLC.
- – present · under a yearBoulder, CO · Adviser representative · Firm CRD 340135
- Capstone Wealth Management Group, LLC– · 19 yearsBoulder, CO · Adviser representative · Firm CRD 128097
Professional designations
Listed by Capstone Wealth Management Group
- CFP®
Investment adviser representative registrations
Ronald Stoner is registered as an investment adviser representative in New Mexico, since March 2026.
- New MexicoSince 2 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 October 2006 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Ronald Raymond Stoner
- CRD
- 5221478
- Firm
- Capstone Wealth Management Group · CRD 340135
- Office
- Boulder, CO
- Registration
- Investment adviser registration
- In the industry since
- October 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- capstonewmg.com
Where does Ronald Stoner work?
Ronald Stoner is an investment adviser representative registered through Capstone Wealth Management Group, Inc. since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Ronald Stoner a financial advisor?
Yes. Ronald Stoner has a current investment-adviser registration in New Mexico, through Capstone Wealth Management Group since March 2026.
How many years of experience does Ronald Stoner have?
Ronald Stoner has 20 years in the financial industry, since October 2006, across 2 adviser firms.
What exams has Ronald Stoner passed?
Ronald Stoner passed the Series 65 in October 2006.
Where is Ronald Stoner based?
Ronald Stoner’s registered office is in Boulder, CO.
Is Ronald Stoner registered with FINRA?
No. Ronald Stoner has no current broker registration.
Is Ronald Stoner a CFP?
Capstone Wealth Management Group lists Ronald Stoner with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Ronald Stoner’s record?
Search CRD 5221478 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ronald Stoner’s full registration record.