Capstone Wealth Partners
Capstone Wealth Partners (CRD# 152524) is a financial advisory firm headquartered in Dublin, OH. They manage $77,479,786 in 466 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management77MILLION
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Total Number of Accounts466ACCOUNTS
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Average Account Value$166,266
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, MT, OH, TX
Joseph Messinger (CRD# 4459743) is an Investment Advisor Representative working at Capstone Wealth Partners in Dublin, OH and has over 22 years of experience in the finance industry.
Ryan Sheppard (CRD# 4861499) is an Investment Advisor Representative working at Capstone Wealth Partners in Dublin, OH and has over 19 years of experience in the finance industry.
Bud Lavery (CRD# 7623738) is an Investment Advisor Representative working at Capstone Wealth Partners in Eureka, MT and has 1 year of experience in the finance industry.