# CAPSTONE WEALTH PARTNERS, LTD.

CAPSTONE WEALTH PARTNERS, LTD. of DUBLIN, OH is an SEC-registered investment adviser.

## Registration

- CRD: 152524
- Type: SEC-registered investment adviser
- SEC file number: 801-135646
- Location: 6037 FRANTZ RD., SUITE 104, DUBLIN, OH, 43017
- Phone: (614) 754-7805
- Latest filing: 2026-06-15
- Regulatory AUM: $114.9M
- Discretionary AUM: $114.9M
- Clients: 4
- Accounts: 577

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Ryan Lee Sheppard | CHIEF COMPLIANCE OFFICER & MEMBER | — |
| Joseph Scott Messinger | CHIEF EXECUTIVE OFFICER & MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152524/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152524/similar
- Related entities: https://search.stillhousedata.com/firm/152524/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152524

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.