Capstone Wealth Partners, Ltd.
● SEC registered since 2026CRD 152524SEC# 801-135646Dublin, OH
Reg. AUM
$114.9M
Employees
4
Accounts
577
Location
Dublin, OH
About Capstone Wealth Partners
Capstone Wealth Partners is a fee-only fiduciary planning firm serving pre-retirees and college-bound families with comprehensive planning, tax strategies, and investment management. The Capstone Way starts with goals-based planning covering cash flow, debt, risk management, and college funding before investments.
Summary based on the firm’s website.
Capstone Wealth Partners, Ltd. assets under management
Capstone Wealth Partners, Ltd. is an SEC-registered investment adviser based in Dublin, OH. The firm has been registered since 2026. It reports $114.9 million in regulatory assets under management and employs 4 people.
Capstone Wealth Partners, Ltd. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Scott Messinger Control | Chief Executive Officer & Member | 50-75% | 2009 |
| Ryan Lee Sheppard Control | Chief Compliance Officer & Member | 50-75% | 2009 |
Frequently asked questions
How much does Capstone Wealth Partners, Ltd. manage?
Capstone Wealth Partners, Ltd. reports $114.9 million in regulatory assets under management on its Form ADV.
How many employees does Capstone Wealth Partners, Ltd. have?
Capstone Wealth Partners, Ltd. reports 4 employees.
Where is Capstone Wealth Partners, Ltd. located?
Capstone Wealth Partners, Ltd. is based in Dublin, OH and has been SEC-registered since 2026.
Does Capstone Wealth Partners, Ltd. disclose fund performance?
Capstone Wealth Partners, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6037 Frantz Rd., Suite 104, Dublin, OH 43017 |
| Phone | (614) 754-7805 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$114.9MNo change
Feb '26Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,389 advisers
EmployeesTop 69%
More than 31% of 16,799 advisers
Assets under management
$114.9Mregulatory AUM
Discretionary $114.9M