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Capstone Wealth Partners, Ltd.

● SEC registered since 2026CRD 152524SEC# 801-135646Dublin, OH
Export (members)
Reg. AUM
$114.9M
Employees
4
Accounts
577
Location
Dublin, OH

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.
capstonewealthpartners.comView on SEC.gov ↗

Capstone Wealth Partners, Ltd. owners & executives

2 reported
NameTitleOwnershipSince
Joseph Scott Messinger ControlChief Executive Officer & Member50-75%2009
Ryan Lee Sheppard ControlChief Compliance Officer & Member50-75%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

Address6037 Frantz Rd., Suite 104, Dublin, OH 43017
Phone(614) 754-7805
Office hours9 a.m. To 5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$114.9M
Non-discretionary$0
Total (RAUM)$114.9M