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, individual-owned RIA that provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm is registered with the SEC, with registration noted in 2026. Clients are primarily individual and family households, and the firm charges a blend of percentage-of-AUM and fixed fees. Capstone identifies itself as a capital allocator and does not position as an active ESG investor.
Assets & Accounts
Public Holdings
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 3
Joseph Messinger
Co-FounderCRD 4459743
Ryan Sheppard
Co-FounderCRD 4861499
Bud Lavery
Financial PlannerCRD 7623738
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
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