CAPSTONE WEALTH PARTNERS
Firm details
- Headquarters
- DUBLIN, Ohio
- CRD number
- 152524
- Registered since
- March 31, 2026
- Website
- capstonewealthpartners.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI75.07%
- Individuals24.77%
- Corporations / Businesses0.16%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Capstone Wealth Partners is an independent registered investment adviser organized as an LLC and listed as SEC-registered in 2026. The firm serves individual and family clients and identifies itself as a capital allocator, combining financial planning and portfolio management for individuals and small businesses with the selection of outside advisers. Its fee model mixes a percentage of assets under management with fixed fees. The firm does not identify as an active ESG investor and provides adviser selection as part of its service mix, indicating use of third‑party managers alongside in‑house solutions.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds71%
- Exchange Traded Equities26%
- State & Local Bonds2%
- Cash & Cash Equivalents1%
Contacts
3 of 3BUD LAVERY
Financial PlannerCRD 7623738
RYAN SHEPPARD
Co-FounderCRD 4861499
JOSEPH MESSINGER
Co-FounderCRD 4459743
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DUBLIN, OH
FRANKLIN
Location
DUBLIN, OH
Headquartered in DUBLIN, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- FRANKLIN
- Address
- 6037 Frantz Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
COX & COOK WEALTH ADVISORS
RIADUBLIN, OH
LYNCH FINANCIAL GROUP
RIADUBLIN, OH
JRP CAPITAL CORP
RIADUBLIN, OH
FERRARO WEALTH MANAGEMENT, LLC
RIADUBLIN, OH
EGSI INVESTMENT MANAGEMENT
RIADUBLIN, OH
BEACON HILL INVESTMENT ADVISORY, LLC
RIADUBLIN, OH