Capstone Wealth Partners

Capstone Wealth Partners (CRD# 152524) is a financial advisory firm headquartered in Dublin, OH. They manage $20,850,000 in 255 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    255
    ACCOUNTS
  • Average Account Value
    $81,765
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Capstone Wealth Partners
Showing 1 - 2 of 2 top financial advisors.
1
Joseph S. Messinger
CRD#: 4459743
6037 Frantz Rd., Suite 104, Dublin, OH 43017
93
Wealthminder
score

Joseph Messinger (CRD# 4459743) is an Investment Advisor Representative working at Capstone Wealth Partners in Dublin, OH and has over 16 years of experience in the finance industry.

2
Ryan L. Sheppard
CRD#: 4861499
6037 Frantz Rd., Suite 104, Dublin, OH 43017
93
Wealthminder
score

Ryan Sheppard (CRD# 4861499) is an Investment Advisor Representative working at Capstone Wealth Partners in Dublin, OH and has over 13 years of experience in the finance industry.

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