Capstone Wealth Partners

CRD 152524 · Dublin, OH · $114.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 152524
SEC number: 801-135646
Firm type: RIA
Assets under management: $114.9M as of Jun 15, 2026
Website: capstonewealthpartners.com ↗
Phone: (614) 754-7805
Address: 6037 Frantz Rd., Dublin, OH, 43017

Advisors at this firm

3 in our index · page 1 of 1

Bud LaveryCRD 7623738 · Grand Junction, CO

IA Registered
Joseph Scott MessingerCRD 4459743 · Sarasota, FL

IA Registered
Ryan Lee SheppardCRD 4861499 · Dublin, OH

IA Registered

Source & corrections

Where this page comes from

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