Capstone Wealth Partners

Capstone Wealth Partners (CRD# 152524) is a financial advisory firm headquartered in Dublin, OH. They manage $77,479,786 in 466 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
6037 Frantz Rd., Suite 104, Dublin, OH 43017
http://www.capstonewealthpartners.com/
By the Numbers
  • Total Assets Under Management
    77
    MILLION
  • Total Number of Accounts
    466
    ACCOUNTS
  • Average Account Value
    $166,266
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
The map below shows states where this firm has explicit registration only.

FL, MT, OH, TX

Financial Advisors at Capstone Wealth Partners
Showing 1 - 3 of 3 top financial advisors.
1
Joseph Messinger, financial advisor Dublin OH
Joseph S. Messinger
CRD#: 4459743
6037 Frantz Rd., Suite 104, Dublin, OH 43017

Joseph Messinger (CRD# 4459743) is an Investment Advisor Representative working at Capstone Wealth Partners in Dublin, OH and has over 22 years of experience in the finance industry.

2
Ryan Sheppard, financial advisor Dublin OH
Ryan L. Sheppard
CRD#: 4861499
6037 Frantz Rd., Suite 104, Dublin, OH 43017

Ryan Sheppard (CRD# 4861499) is an Investment Advisor Representative working at Capstone Wealth Partners in Dublin, OH and has over 19 years of experience in the finance industry.

3
Bud Lavery, financial advisor Eureka MT
Bud Lavery
CRD#: 7623738
Eureka, MT

Bud Lavery (CRD# 7623738) is an Investment Advisor Representative working at Capstone Wealth Partners in Eureka, MT and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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