Capstone Wealth Partners
Capstone Wealth Partners is an SEC-registered mass-market adviser in Dublin, OH with $114.9M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Capstone Wealth Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 152524, SEC 801-135646, data through 2026-06-15.
- AUM (assets under management / regulatory AUM)
- $114.9M (2026-06-15)
- Firm type
- Mass-Market Adviser
- Location
- Dublin, OH
- Employees
- 4
- Clients
- 157
- CRD
- 152524
- Ownership
- Messinger, Joseph, Scott; Sheppard, Ryan, Lee
How much AUM does Capstone Wealth Partners have?
Capstone Wealth Partners reported $114.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-15).
Who owns Capstone Wealth Partners?
Disclosed owners and executives of Capstone Wealth Partners include Messinger, Joseph, Scott, Sheppard, Ryan, Lee. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.